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 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.67KNew |
$173K - $191K
|
2.67K
$246K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
161New |
$10.4K - $11.5K
|
161
$14.8K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-199- 33.28% |
$12.9K - $14.2K
|
399
$36.7K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
18.3KNew |
$1.18M - $1.31M
|
18.3K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
28New |
$1.81K - $2K
|
28
$2.58K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-968- 10.13% |
$62.7K - $69.3K
|
8.58K
$790K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-471- 30.93% |
$30.5K - $33.7K
|
1.05K
$96.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
215New |
$13.9K - $15.4K
|
215
$19.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-367- 10.78% |
$23.8K - $26.3K
|
3.04K
$279K
|
|
| 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
$147K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
668New |
$40.8K - $46.7K
|
668
$61.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.12KNew |
$190K - $218K
|
3.12K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-660- 1.44% |
$40.3K - $46.1K
|
45.1K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.18KNew |
$194K - $222K
|
3.18K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 10.64% |
$306 - $349
|
42
$3.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.12K+ 100.0% |
$68.5K - $78.3K
|
2.24K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-49.6K- 89.53% |
$3.03M - $3.47M
|
5.81K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.11K+ 1.38% |
$68K - $77.8K
|
82K
$7.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
107New |
$6.54K - $7.48K
|
107
$9.84K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-457- 5.42% |
$27.9K - $31.9K
|
7.97K
$733K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18New |
$1.1K - $1.26K
|
18
$1.66K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.3KNew |
$79.4K - $90.8K
|
1.3K
$119K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
109New |
$6.66K - $7.62K
|
109
$10K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
3.26KNew |
$199K - $228K
|
3.26K
$300K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$191K - $219K
|
3.13K
$288K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-29.7K- 36.18% |
$1.82M - $2.08M
|
52.4K
$4.82M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
108New |
$6.6K - $7.55K
|
108
$9.93K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.24KNew |
$313K - $380K
|
5.24K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
220+ 500.0% |
$13.1K - $15.9K
|
264
$24.3K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
12+ 0.33% |
$717 - $870
|
3.63K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
238New |
$14.2K - $17.3K
|
238
$21.9K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.53K+ 175.31% |
$450K - $545K
|
11.8K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.7KNew |
$760K - $922K
|
12.7K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.22K+ 145.35% |
$312K - $379K
|
8.82K
$811K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
131New |
$7.83K - $9.49K
|
131
$12.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
431New |
$25.7K - $31.2K
|
431
$39.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
249New |
$14.9K - $18K
|
249
$22.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.05KNew |
$242K - $293K
|
4.05K
$372K
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-32- 0.81% |
$1.91K - $2.32K
|
3.94K
$362K
|
|
| Q2 2022 | |||||||
|
Feb 04, 2025
Q2 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-3.14KClosed |
$186K - $235K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
648New |
$38.4K - $48.4K
|
648
$59.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-199- 76.25% |
$11.8K - $14.9K
|
62
$5.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.07KClosed |
$182K - $229K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-766Closed |
$45.4K - $57.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
508New |
$30.1K - $38K
|
508
$46.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.46KClosed |
$146K - $184K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.3K+ 34.44% |
$196K - $247K
|
12.9K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.92KNew |
$232K - $293K
|
3.92K
$360K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-3.15KClosed |
$187K - $235K
|
0
$0
|
|