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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-731- 14.88% |
$53.6K - $63.8K
|
4.18K
$367K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-789- 7.4% |
$57.9K - $68.9K
|
9.88K
$866K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-805- 13.6% |
$59.1K - $70.3K
|
5.11K
$448K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-863- 5.42% |
$63.3K - $75.3K
|
15.1K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.05K- 1.23% |
$77.3K - $91.9K
|
84.8K
$7.44M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.1K- 22.19% |
$81K - $96.4K
|
3.87K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.19K- 11.99% |
$87.5K - $104K
|
8.76K
$768K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.21K- 2.42% |
$88.7K - $106K
|
48.8K
$4.28M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.25K- 98.42% |
$91.5K - $109K
|
20
$1.75K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.31K- 34.51% |
$96.4K - $115K
|
2.49K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.33K- 45.86% |
$97.6K - $116K
|
1.57K
$138K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.34K- 1.39% |
$98.2K - $117K
|
94.8K
$8.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 6.1% |
$103K - $122K
|
21.5K
$1.89M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.51K- 2.75% |
$111K - $132K
|
53.5K
$4.69M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.56K- 20.94% |
$115K - $136K
|
5.89K
$517K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.71K- 17.23% |
$125K - $149K
|
8.2K
$719K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.79K- 10.37% |
$131K - $156K
|
15.5K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.79K- 35.93% |
$131K - $156K
|
3.19K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 2.52% |
$134K - $160K
|
71K
$6.22M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.08K- 1.72% |
$153K - $182K
|
119K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.13K- 8.44% |
$156K - $186K
|
23.1K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.19K- 3.22% |
$160K - $191K
|
65.7K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.21K- 28.9% |
$162K - $193K
|
5.44K
$477K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.25K- 37.96% |
$165K - $196K
|
3.68K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.37K- 7.36% |
$174K - $207K
|
29.8K
$2.62M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.7K- 5.01% |
$198K - $236K
|
51.2K
$4.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.72K- 14.78% |
$200K - $238K
|
15.7K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.03K- 22.18% |
$223K - $265K
|
10.6K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.12KClosed |
$229K - $272K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.71K- 17.89% |
$272K - $324K
|
17K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.92K- 25.57% |
$287K - $342K
|
11.4K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.08K- 2.43% |
$299K - $356K
|
164K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.81K- 3.05% |
$353K - $419K
|
153K
$13.4M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.89K- 6.75% |
$359K - $427K
|
67.6K
$5.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.05K- 7.44% |
$370K - $441K
|
62.8K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.37K- 22.14% |
$394K - $469K
|
18.9K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-5.42K- 1.85% |
$398K - $473K
|
288K
$25.3M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5.49K- 3.0% |
$403K - $479K
|
178K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5.64K- 1.35% |
$414K - $492K
|
411K
$36M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-5.68K- 22.13% |
$417K - $496K
|
20K
$1.75M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.01K- 1.95% |
$441K - $524K
|
302K
$26.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.71K- 7.28% |
$493K - $586K
|
85.5K
$7.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.82K- 3.86% |
$501K - $595K
|
170K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.99K- 61.38% |
$513K - $610K
|
4.4K
$386K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.01K- 2.83% |
$514K - $611K
|
240K
$21.1M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-7.62K- 27.73% |
$559K - $665K
|
19.9K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.87K- 13.82% |
$577K - $687K
|
49.1K
$4.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.66K- 2.89% |
$635K - $756K
|
291K
$25.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.82K- 27.3% |
$647K - $770K
|
23.5K
$2.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.83K- 14.03% |
$721K - $858K
|
60.2K
$5.28M
|