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 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-68- 10.74% |
$4.65K - $5.23K
|
565
$49.6K
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.46KClosed |
$237K - $266K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.53KClosed |
$583K - $656K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
2.15KNew |
$125K - $150K
|
2.15K
$189K
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-119Closed |
$6.91K - $8.31K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-43Closed |
$2.5K - $3K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Arrow Financial Corp
|
SELL
|
- |
-3.75KClosed |
$218K - $262K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-12Closed |
$697 - $838
|
0
$0
|
|
Q3 2020 | |||||||
Sep 08, 2021
Q3 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-478Closed |
$25.4K - $28.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.22KClosed |
$224K - $253K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-170Closed |
$9.03K - $10.2K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-143Closed |
$7.59K - $8.59K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-21- 1.94% |
$1.11K - $1.26K
|
1.06K
$93K
|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-523Closed |
$27.8K - $31.4K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.78KClosed |
$200K - $227K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.57KClosed |
$296K - $335K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
103K+ 1240.95% |
$4.09M - $5.84M
|
111K
$9.74M
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-121Closed |
$4.82K - $6.89K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-18Closed |
$717 - $1.03K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.09KClosed |
$43.4K - $62.1K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Strategic Advisors LLC
|
SELL
|
- |
-9.08KClosed |
$362K - $517K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-602Closed |
$24K - $34.3K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.1KClosed |
$203K - $291K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.09KClosed |
$203K - $290K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-48.9KClosed |
$1.95M - $2.79M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-9.32KClosed |
$371K - $531K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-6.56KClosed |
$261K - $374K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.09KClosed |
$43.6K - $62.3K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-33Closed |
$1.32K - $1.88K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.53KClosed |
$235K - $388K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.61KClosed |
$57.8K - $95.5K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-85Closed |
$3.06K - $5.05K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6Closed |
$216 - $356
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-59.5KClosed |
$2.14M - $3.53M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-289Closed |
$10.4K - $17.2K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.9KClosed |
$248K - $410K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-829Closed |
$29.8K - $49.2K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.94KClosed |
$141K - $234K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-51Closed |
$1.83K - $3.03K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-266Closed |
$9.56K - $15.8K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-327Closed |
$11.8K - $19.4K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.73KClosed |
$62K - $102K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-13.7KClosed |
$492K - $812K
|
0
$0
|
|
Q4 2019 | |||||||
May 11, 2020
Q4 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-169Closed |
$8.78K - $9.67K
|
0
$0
|
|
Feb 19, 2020
Q4 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.75KClosed |
$195K - $215K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-285Closed |
$14.8K - $16.3K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
563+ 11.93% |
$29.3K - $32.2K
|
5.28K
$464K
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.88KClosed |
$201K - $222K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-265Closed |
$13.8K - $15.2K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-351Closed |
$18.2K - $20.1K
|
0
$0
|