Latest Institutional Transactions on Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information on the latest institutional transactions involving Spdr S&P 400 Mid Cap Growth Et (MDYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 5.08% |
$114K - $135K
|
27.4K
$2.33M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-17.9K- 8.49% |
$1.4M - $1.65M
|
193K
$16.4M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.96KNew |
$230K - $273K
|
2.96K
$252K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.96KNew |
$230K - $273K
|
2.96K
$252K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.82K- 3.23% |
$297K - $352K
|
114K
$9.74M
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14.9K+ 26.59% |
$1.16M - $1.38M
|
71.1K
$6.05M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11.5K+ 6.13% |
$894K - $1.06M
|
199K
$16.9M
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-72- 0.02% |
$5.61K - $6.64K
|
368K
$31.3M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-112- 0.27% |
$8.73K - $10.3K
|
41.4K
$3.52M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.9K+ 27.08% |
$5.29M - $6.26M
|
319K
$27.1M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 21.38% |
$7.89M - $9.34M
|
575K
$48.9M
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9.69KNew |
$755K - $894K
|
9.69K
$825K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
991+ 3.49% |
$77.2K - $91.4K
|
29.4K
$2.5M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.83K+ 42.31% |
$142K - $168K
|
6.14K
$523K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.05K+ 35.39% |
$82.1K - $97.2K
|
4.03K
$343K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.01K- 17.28% |
$235K - $278K
|
14.4K
$1.23M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-951- 1.3% |
$74.1K - $87.7K
|
72.1K
$6.13M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 0.62% |
$4.67K - $5.54K
|
9.54K
$812K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
524New |
$40.8K - $48.3K
|
524
$44.6K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-31- 28.7% |
$2.42K - $2.86K
|
77
$6.55K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.39K- 35.22% |
$186K - $220K
|
4.39K
$374K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.12% |
$77.9 - $92.3
|
862
$73.4K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
336+ 7.01% |
$26.2K - $31K
|
5.13K
$436K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.4K- 24.65% |
$733K - $867K
|
28.7K
$2.45M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.53K- 9.3% |
$119K - $141K
|
14.9K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
703+ 22.1% |
$54.8K - $64.9K
|
3.88K
$331K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-9.64K- 21.86% |
$751K - $889K
|
34.4K
$2.93M
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-168- 13.09% |
$13.1K - $15.5K
|
1.12K
$94.9K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.52K+ 4.78% |
$118K - $140K
|
33.3K
$2.83M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
128K+ 75.36% |
$9.96M - $11.8M
|
298K
$25.3M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.2K+ 674.59% |
$2.28M - $2.7M
|
33.6K
$2.86M
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.97K- 50.46% |
$232K - $274K
|
2.92K
$249K
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.4K- 61.12% |
$343K - $406K
|
2.8K
$238K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.37K- 13.0% |
$185K - $219K
|
15.9K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 1.35% |
$84.9K - $101K
|
81.9K
$6.97M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.26K- 1.35% |
$176K - $208K
|
165K
$14M
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
30New |
$2.34K - $2.77K
|
30
$2.55K
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-29.3KClosed |
$2.28M - $2.7M
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
158+ 4.49% |
$12.3K - $14.6K
|
3.68K
$313K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-135- 1.75% |
$10.5K - $12.5K
|
7.58K
$645K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.18K- 9.61% |
$481K - $570K
|
58.1K
$4.94M
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
SELL
|
- |
-16.7K- 72.59% |
$1.3M - $1.54M
|
6.29K
$536K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.47% |
$77.9 - $92.3
|
212
$18K
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
336+ 2.13% |
$26.2K - $31K
|
16.1K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-93- 2.06% |
$7.25K - $8.58K
|
4.43K
$377K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.6K- 9.13% |
$1.14M - $1.34M
|
145K
$12.3M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.96K- 17.82% |
$153K - $181K
|
9.04K
$770K
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-90- 3.35% |
$7.01K - $8.3K
|
2.6K
$221K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.2K- 15.06% |
$3.14M - $3.71M
|
227K
$19.3M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.19K+ 18.94% |
$170K - $202K
|
13.7K
$1.17M
|