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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
70.6KNew |
$4.82M - $5.25M
|
70.6K
$6.01M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.82K- 11.23% |
$124K - $135K
|
14.4K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.84K+ 4.89% |
$126K - $137K
|
39.4K
$3.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
7.1KNew |
$485K - $529K
|
7.1K
$605K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-692- 47.17% |
$47.3K - $51.5K
|
775
$66K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.21K- 26.61% |
$82.6K - $89.9K
|
3.33K
$284K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
129New |
$8.82K - $9.61K
|
129
$11K
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
28.9KNew |
$1.97M - $2.15M
|
28.9K
$2.46M
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
168New |
$11.1K - $12K
|
168
$14.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$397 - $430
|
6
$511
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 2.43% |
$6.61K - $7.17K
|
4.21K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.43K+ 2.12% |
$94.7K - $103K
|
69K
$5.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
117New |
$7.74K - $8.38K
|
117
$9.96K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.07KNew |
$203K - $220K
|
3.07K
$262K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
93New |
$6.15K - $6.66K
|
93
$7.92K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-26.1K- 13.07% |
$1.73M - $1.87M
|
174K
$14.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-145- 28.71% |
$9.59K - $10.4K
|
360
$30.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
59KNew |
$3.9M - $4.22M
|
59K
$5.02M
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-84- 84.0% |
$5.44K - $6.01K
|
16
$1.36K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
37+ 0.25% |
$2.4K - $2.65K
|
15K
$1.28M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
419+ 1351.61% |
$27.1K - $30K
|
450
$38.3K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.67KNew |
$173K - $191K
|
2.67K
$228K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
161New |
$10.4K - $11.5K
|
161
$13.7K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
18.3KNew |
$1.18M - $1.31M
|
18.3K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-199- 33.28% |
$12.9K - $14.2K
|
399
$34K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
28New |
$1.81K - $2K
|
28
$2.38K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-968- 10.13% |
$62.7K - $69.3K
|
8.58K
$731K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-471- 30.93% |
$30.5K - $33.7K
|
1.05K
$89.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
215New |
$13.9K - $15.4K
|
215
$18.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-367- 10.78% |
$23.8K - $26.3K
|
3.04K
$258K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-151Closed |
$9.23K - $10.6K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-100- 5.88% |
$6.11K - $6.99K
|
1.6K
$136K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
668New |
$40.8K - $46.7K
|
668
$56.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-660- 1.44% |
$40.3K - $46.1K
|
45.1K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.18KNew |
$194K - $222K
|
3.18K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.12KNew |
$190K - $218K
|
3.12K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-49.6K- 89.53% |
$3.03M - $3.47M
|
5.81K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.11K+ 1.38% |
$68K - $77.8K
|
82K
$6.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 10.64% |
$306 - $349
|
42
$3.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.12K+ 100.0% |
$68.5K - $78.3K
|
2.24K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
107New |
$6.54K - $7.48K
|
107
$9.11K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18New |
$1.1K - $1.26K
|
18
$1.53K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-457- 5.42% |
$27.9K - $31.9K
|
7.97K
$678K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.3KNew |
$79.4K - $90.8K
|
1.3K
$111K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
109New |
$6.66K - $7.62K
|
109
$9.28K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
3.26KNew |
$199K - $228K
|
3.26K
$278K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$191K - $219K
|
3.13K
$266K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-29.7K- 36.18% |
$1.82M - $2.08M
|
52.4K
$4.46M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
108New |
$6.6K - $7.55K
|
108
$9.19K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
12+ 0.33% |
$717 - $870
|
3.63K
$309K
|
|