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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.18K- 1.6% |
$78K - $84.5K
|
72.7K
$6.32M
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.3K- 5.26% |
$86.2K - $93.4K
|
23.5K
$2.04M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.34K- 7.9% |
$88.9K - $96.3K
|
15.7K
$1.36M
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.46K- 20.27% |
$96.6K - $105K
|
5.75K
$500K
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.5K- 20.92% |
$99.2K - $107K
|
5.67K
$493K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.53K- 29.69% |
$101K - $109K
|
3.62K
$315K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.53K- 29.69% |
$101K - $109K
|
3.62K
$315K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.58K- 1.88% |
$105K - $113K
|
82.6K
$7.18M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.73K- 9.64% |
$114K - $124K
|
16.2K
$1.41M
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.77K- 19.95% |
$117K - $127K
|
7.11K
$618K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.87K- 16.63% |
$124K - $134K
|
9.37K
$815K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.99K- 3.57% |
$131K - $142K
|
53.6K
$4.66M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.05K- 25.62% |
$136K - $147K
|
5.96K
$518K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.18K- 17.32% |
$144K - $156K
|
10.4K
$903K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.23K- 10.95% |
$148K - $160K
|
18.2K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.58K- 16.89% |
$170K - $185K
|
12.7K
$1.1M
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.63K- 2.61% |
$174K - $189K
|
98K
$8.53M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.7K- 5.9% |
$179K - $194K
|
43.1K
$3.75M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.74K- 1.2% |
$181K - $196K
|
225K
$19.5M
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.78K- 3.38% |
$184K - $199K
|
79.5K
$6.91M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.81K- 1.66% |
$186K - $202K
|
166K
$14.5M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.93K- 6.32% |
$194K - $210K
|
43.5K
$3.78M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.98K- 0.98% |
$197K - $214K
|
302K
$26.3M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.09K- 2.36% |
$204K - $221K
|
128K
$11.1M
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.14K- 10.89% |
$207K - $225K
|
25.6K
$2.23M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.17K- 5.98% |
$210K - $227K
|
49.8K
$4.33M
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.67K- 13.77% |
$242K - $263K
|
23K
$2M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.74K- 22.33% |
$247K - $268K
|
13K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.4K- 3.17% |
$490K - $530K
|
226K
$19.7M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.98K- 94.72% |
$528K - $572K
|
445
$38.7K
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-8.57K- 28.95% |
$567K - $614K
|
21K
$1.83M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-8.72K- 54.42% |
$577K - $625K
|
7.3K
$635K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9.3K- 26.77% |
$615K - $666K
|
25.4K
$2.21M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.57K- 12.13% |
$633K - $686K
|
69.3K
$6.03M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-10.7K- 6.94% |
$706K - $765K
|
143K
$12.5M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 15.32% |
$814K - $882K
|
68.1K
$5.92M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.4K- 47.0% |
$821K - $889K
|
14K
$1.22M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.4K- 47.0% |
$821K - $889K
|
14K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.5K- 67.49% |
$827K - $896K
|
6.02K
$524K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.9K- 8.54% |
$1.45M - $1.57M
|
235K
$20.4M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-26.1K- 13.07% |
$1.73M - $1.87M
|
174K
$15.1M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-26.8K- 75.77% |
$1.77M - $1.92M
|
8.57K
$745K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-28.3K- 33.96% |
$1.87M - $2.03M
|
55K
$4.78M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.9K- 20.72% |
$1.98M - $2.14M
|
114K
$9.96M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-41.7K- 2.48% |
$2.76M - $2.99M
|
1.64M
$143M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-53.4K- 11.34% |
$3.53M - $3.83M
|
417K
$36.3M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-141K- 27.76% |
$9.36M - $10.1M
|
368K
$32M
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.52M- 97.78% |
$101M - $109M
|
34.6K
$3.01M
|