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 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.3KNew |
$3.1M - $3.69M
|
42.3K
$3.6M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
362New |
$26.6K - $31.6K
|
362
$30.8K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.56K- 20.94% |
$115K - $136K
|
5.89K
$502K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
246+ 7.38% |
$18K - $21.5K
|
3.58K
$305K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$73.4 - $87.3
|
1
$85.1
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.7K- 5.01% |
$198K - $236K
|
51.2K
$4.36M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
274New |
$20.1K - $23.9K
|
274
$23.3K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
94.5KNew |
$6.93M - $8.25M
|
94.5K
$8.04M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.75KNew |
$202K - $240K
|
2.75K
$234K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
484New |
$35.5K - $42.2K
|
484
$41.2K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.57KNew |
$189K - $224K
|
2.57K
$219K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.4KNew |
$764K - $909K
|
10.4K
$886K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.33KNew |
$171K - $203K
|
2.33K
$198K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.8KNew |
$939K - $1.12M
|
12.8K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.99KNew |
$366K - $435K
|
4.99K
$424K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-37- 1.02% |
$2.71K - $3.23K
|
3.6K
$306K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 5.26% |
$73.4 - $87.3
|
20
$1.7K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.58KNew |
$263K - $312K
|
3.58K
$305K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$2.05K - $2.44K
|
28
$2.38K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15New |
$1.1K - $1.31K
|
15
$1.28K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.95KNew |
$290K - $345K
|
3.95K
$336K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-25- 0.37% |
$1.83K - $2.18K
|
6.74K
$574K
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.77KNew |
$423K - $503K
|
5.77K
$491K
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2.46KNew |
$180K - $215K
|
2.46K
$209K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
137New |
$10.1K - $12K
|
137
$11.7K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.3KNew |
$169K - $201K
|
2.3K
$196K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.5KNew |
$184K - $218K
|
2.5K
$213K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.79KNew |
$205K - $243K
|
2.79K
$237K
|
|
Q4 2023 | |||||||
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
147+ 7350.0% |
$9.53K - $11.2K
|
149
$12.7K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$2.01K - $2.37K
|
31
$2.64K
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.93KNew |
$190K - $224K
|
2.93K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
81New |
$5.25K - $6.2K
|
81
$6.89K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.11KNew |
$332K - $391K
|
5.11K
$435K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.55KNew |
$554K - $654K
|
8.55K
$728K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$64.9 - $76.5
|
1
$85.1
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
43New |
$2.79K - $3.29K
|
43
$3.66K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.89KNew |
$447K - $527K
|
6.89K
$587K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-742- 58.43% |
$48.1K - $56.8K
|
528
$44.9K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
76New |
$4.93K - $5.81K
|
76
$6.47K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.38% |
$64.9 - $76.5
|
261
$22.2K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$32.4K - $38.2K
|
500
$42.6K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.56% |
$64.9 - $76.5
|
40
$3.4K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.28KNew |
$213K - $251K
|
3.28K
$279K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-512- 4.69% |
$33.2K - $39.2K
|
10.4K
$885K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 1.38% |
$3.24K - $3.82K
|
3.57K
$304K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
80New |
$5.47K - $5.96K
|
80
$6.81K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
268+ 5.17% |
$18.3K - $20K
|
5.45K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.48K+ 24.85% |
$101K - $110K
|
7.44K
$633K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
28.5KNew |
$1.95M - $2.12M
|
28.5K
$2.43M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.37KClosed |
$640K - $697K
|
0
$0
|