Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5.19K+ 5.06% |
$421K - $463K
|
108K
$9.46M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.1KNew |
$414K - $455K
|
5.1K
$447K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.91KNew |
$398K - $438K
|
4.91K
$430K
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.73K+ 2.85% |
$383K - $422K
|
171K
$15M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
4.67K+ 3.27% |
$379K - $416K
|
147K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.43KNew |
$360K - $395K
|
4.43K
$389K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.42KNew |
$358K - $394K
|
4.42K
$387K
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.39KNew |
$356K - $392K
|
4.39K
$385K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.38K+ 66.69% |
$355K - $391K
|
10.9K
$960K
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.25K+ 126.56% |
$344K - $379K
|
7.6K
$666K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.07KNew |
$330K - $363K
|
4.07K
$356K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.62K+ 1.35% |
$293K - $322K
|
272K
$23.9M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.25K+ 141.46% |
$263K - $289K
|
5.54K
$486K
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.15KNew |
$256K - $281K
|
3.15K
$276K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.12KNew |
$253K - $278K
|
3.12K
$274K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.83K+ 33.49% |
$230K - $253K
|
11.3K
$990K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.72KNew |
$221K - $243K
|
2.72K
$239K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.36K+ 1.86% |
$191K - $210K
|
130K
$11.4M
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.35K+ 4.34% |
$190K - $209K
|
56.3K
$4.94M
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.33KNew |
$189K - $208K
|
2.33K
$204K
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.33KNew |
$189K - $208K
|
2.33K
$204K
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.32KNew |
$188K - $207K
|
2.32K
$204K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.32K+ 13.43% |
$188K - $207K
|
19.6K
$1.72M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.32KNew |
$188K - $207K
|
2.32K
$203K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.31KNew |
$187K - $206K
|
2.31K
$202K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.16K+ 20.89% |
$175K - $193K
|
12.5K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.09K+ 65.77% |
$169K - $186K
|
5.26K
$461K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.86KNew |
$151K - $166K
|
1.86K
$163K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.83K+ 12.93% |
$148K - $163K
|
15.9K
$1.4M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.8K+ 19.37% |
$146K - $160K
|
11.1K
$972K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.76K+ 9.55% |
$143K - $157K
|
20.2K
$1.77M
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.7K+ 26.54% |
$138K - $152K
|
8.1K
$710K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.52K+ 1.46% |
$123K - $136K
|
106K
$9.3M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.51K+ 15.95% |
$123K - $135K
|
11K
$964K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 61.53% |
$122K - $134K
|
3.94K
$345K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.49K+ 14.37% |
$121K - $133K
|
11.8K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.34K+ 3.93% |
$109K - $119K
|
35.4K
$3.1M
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.28KNew |
$104K - $114K
|
1.28K
$112K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.21K+ 2.53% |
$98K - $108K
|
48.9K
$4.29M
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.16K+ 3.27% |
$93.8K - $103K
|
36.6K
$3.2M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.07K+ 5.31% |
$86.4K - $95K
|
21.1K
$1.85M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
925+ 6.23% |
$75K - $82.5K
|
15.8K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
912+ 4.83% |
$74K - $81.3K
|
19.8K
$1.73M
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
877+ 4.45% |
$71.1K - $78.2K
|
20.6K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
823+ 2.62% |
$66.7K - $73.4K
|
32.2K
$2.83M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
806+ 242.77% |
$65.4K - $71.9K
|
1.14K
$99.8K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
739+ 11.32% |
$59.9K - $65.9K
|
7.27K
$637K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
662+ 2.98% |
$53.7K - $59K
|
22.9K
$2M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
609+ 24.08% |
$49.4K - $54.3K
|
3.14K
$275K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
585+ 13.83% |
$47.4K - $52.2K
|
4.82K
$422K
|