Purchases and Sales Made in Q1 2024 in Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Growth Et (MDYG) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 400 MID CAP GROWTH ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.66KNew |
$636K - $756K
|
8.66K
$759K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.65KNew |
$561K - $668K
|
7.65K
$671K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.3K+ 20.53% |
$535K - $637K
|
42.8K
$3.76M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.32KNew |
$464K - $552K
|
6.32K
$554K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.77KNew |
$423K - $503K
|
5.77K
$506K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.74KNew |
$421K - $501K
|
5.74K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
5.38K+ 44.88% |
$395K - $470K
|
17.4K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.99KNew |
$366K - $435K
|
4.99K
$437K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.4K+ 16.25% |
$323K - $384K
|
31.5K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.39K+ 13.59% |
$322K - $383K
|
36.7K
$3.22M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
4.28KNew |
$314K - $374K
|
4.28K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 85.19% |
$306K - $365K
|
9.08K
$796K
|
|
|
Jul 10, 2024
Q1 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
4.12K+ 16.4% |
$302K - $359K
|
29.2K
$2.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.95KNew |
$290K - $345K
|
3.95K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.95K+ 5.04% |
$290K - $344K
|
82.3K
$7.22M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 2.85% |
$273K - $325K
|
134K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$270K - $321K
|
3.68K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.58KNew |
$263K - $312K
|
3.58K
$314K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.55K+ 1.32% |
$261K - $310K
|
273K
$24M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.44K+ 8.29% |
$253K - $301K
|
45K
$3.94M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.24K+ 131.97% |
$237K - $282K
|
5.69K
$499K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.2K+ 169.37% |
$234K - $279K
|
5.08K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$229K - $272K
|
3.12K
$273K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.03KNew |
$222K - $264K
|
3.03K
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.93K+ 7.82% |
$215K - $256K
|
40.4K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.91KNew |
$214K - $254K
|
2.91K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.81KNew |
$206K - $245K
|
2.81K
$247K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.79KNew |
$205K - $243K
|
2.79K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.77KNew |
$203K - $241K
|
2.77K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.75KNew |
$202K - $240K
|
2.75K
$241K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.7KNew |
$198K - $235K
|
2.7K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.64KNew |
$194K - $231K
|
2.64K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.61K+ 19.78% |
$192K - $228K
|
15.8K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.6KNew |
$190K - $227K
|
2.6K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.57KNew |
$189K - $224K
|
2.57K
$225K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
2.56KNew |
$188K - $223K
|
2.56K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.56KNew |
$188K - $223K
|
2.56K
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.53KNew |
$186K - $221K
|
2.53K
$222K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.51K+ 166.64% |
$184K - $219K
|
4.01K
$352K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.5KNew |
$184K - $218K
|
2.5K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2.46KNew |
$180K - $215K
|
2.46K
$216K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.44K+ 90.74% |
$179K - $213K
|
5.13K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.43KNew |
$178K - $212K
|
2.43K
$213K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.41K+ 30.98% |
$177K - $210K
|
10.2K
$893K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.41KNew |
$177K - $210K
|
2.41K
$211K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.33KNew |
$171K - $203K
|
2.33K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.33KNew |
$171K - $203K
|
2.33K
$204K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.31KNew |
$169K - $201K
|
2.31K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.3KNew |
$169K - $201K
|
2.3K
$202K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.14K+ 52.23% |
$157K - $187K
|
6.24K
$547K
|