Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
45+ 1.13% |
$2.98K - $3.22K
|
4.05K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
43+ 0.26% |
$2.84K - $3.08K
|
16.6K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.22% |
$926 - $1K
|
6.31K
$549K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10+ 0.26% |
$661 - $717
|
3.8K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 30.43% |
$463 - $502
|
30
$2.61K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7+ 0.06% |
$463 - $502
|
11.8K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6New |
$397 - $430
|
6
$522
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$397 - $430
|
6
$522
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.27% |
$265 - $287
|
1.47K
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 5.88% |
$265 - $287
|
72
$6.26K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.21% |
$198 - $215
|
1.46K
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.08% |
$198 - $215
|
3.87K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$198 - $215
|
7.64K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$132 - $143
|
2
$174
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.06% |
$132 - $143
|
3.39K
$295K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1+ 0.0% |
$66.1 - $71.7
|
30K
$2.61M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.36% |
$66.1 - $71.7
|
281
$24.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.13% |
$66.1 - $71.7
|
792
$68.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$66.1 - $71.7
|
394
$34.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2- 0.05% |
$132 - $143
|
4.12K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3- 0.03% |
$198 - $215
|
10.1K
$875K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4- 12.5% |
$265 - $287
|
28
$2.44K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11- 5.31% |
$728 - $788
|
196
$17K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-20- 0.58% |
$1.32K - $1.43K
|
3.4K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20- 0.17% |
$1.32K - $1.43K
|
11.4K
$995K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-31- 0.32% |
$2.05K - $2.22K
|
9.77K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-33- 71.74% |
$2.18K - $2.36K
|
13
$1.13K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38- 0.73% |
$2.51K - $2.72K
|
5.18K
$451K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-45- 0.14% |
$2.98K - $3.22K
|
32.4K
$2.82M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 98.04% |
$3.31K - $3.58K
|
1
$87
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 98.04% |
$3.31K - $3.58K
|
1
$87
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53- 0.94% |
$3.51K - $3.8K
|
5.61K
$487K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-60- 13.92% |
$3.97K - $4.3K
|
371
$32.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-69- 0.99% |
$4.56K - $4.94K
|
6.9K
$600K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-71- 2.64% |
$4.7K - $5.09K
|
2.62K
$228K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-88- 2.79% |
$5.82K - $6.31K
|
3.06K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-108- 2.78% |
$7.14K - $7.74K
|
3.78K
$328K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-115- 0.37% |
$7.61K - $8.24K
|
31.2K
$2.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-117- 27.79% |
$7.74K - $8.38K
|
304
$26.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-121- 8.01% |
$8K - $8.67K
|
1.39K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-126- 4.25% |
$8.33K - $9.03K
|
2.84K
$247K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-128- 4.27% |
$8.47K - $9.17K
|
2.87K
$250K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-144- 2.35% |
$9.52K - $10.3K
|
5.98K
$520K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-145- 28.71% |
$9.59K - $10.4K
|
360
$31.3K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-149- 1.71% |
$9.85K - $10.7K
|
8.55K
$743K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-152- 2.35% |
$10.1K - $10.9K
|
6.32K
$550K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-160- 3.7% |
$10.6K - $11.5K
|
4.16K
$362K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-166- 1.3% |
$11K - $11.9K
|
12.6K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-171- 2.44% |
$11.3K - $12.3K
|
6.84K
$595K
|