Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
29+ 0.03% |
$1.77K - $2.03K
|
84K
$7.3M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
18New |
$1.1K - $1.26K
|
18
$1.57K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
10New |
$611 - $699
|
10
$870
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$367 - $419
|
14.6K
$1.27M
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 8.33% |
$306 - $349
|
65
$5.65K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.21% |
$183 - $210
|
1.46K
$127K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.34% |
$122 - $140
|
598
$52K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.03% |
$122 - $140
|
7.13K
$620K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.35% |
$122 - $140
|
567
$49.3K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.37% |
$61.1 - $69.9
|
274
$23.8K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$61.1 - $69.9
|
392
$34.1K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1New |
$61.1 - $69.9
|
1
$87
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.36% |
$61.1 - $69.9
|
280
$24.4K
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.0% |
$61.1 - $69.9
|
368K
$32M
|
|
Jan 30, 2023
Q4 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 10.64% |
$306 - $349
|
42
$3.65K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-20- 0.06% |
$1.22K - $1.4K
|
33.5K
$2.92M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22- 0.24% |
$1.34K - $1.54K
|
9.15K
$796K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 10.03% |
$2.02K - $2.31K
|
296
$25.7K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-55- 10.22% |
$3.36K - $3.84K
|
483
$42K
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-56- 0.05% |
$3.42K - $3.91K
|
104K
$9.04M
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-58- 1.66% |
$3.55K - $4.05K
|
3.44K
$299K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-86- 2.04% |
$5.26K - $6.01K
|
4.12K
$359K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-100- 5.88% |
$6.11K - $6.99K
|
1.6K
$139K
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-117- 0.65% |
$7.15K - $8.18K
|
17.8K
$1.55M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-121- 0.13% |
$7.4K - $8.46K
|
90.3K
$7.85M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-122- 2.11% |
$7.46K - $8.53K
|
5.66K
$492K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130- 0.84% |
$7.95K - $9.08K
|
15.4K
$1.34M
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 3.15% |
$9.17K - $10.5K
|
4.61K
$401K
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-151Closed |
$9.23K - $10.6K
|
0
$0
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-158- 7.21% |
$9.66K - $11K
|
2.03K
$177K
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-180- 2.45% |
$11K - $12.6K
|
7.17K
$624K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-212- 86.89% |
$13K - $14.8K
|
32
$2.78K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-222- 0.44% |
$13.6K - $15.5K
|
50.7K
$4.41M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-227- 1.14% |
$13.9K - $15.9K
|
19.6K
$1.71M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-229- 1.11% |
$14K - $16K
|
20.4K
$1.77M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-236- 3.26% |
$14.4K - $16.5K
|
7.01K
$610K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-251- 6.31% |
$15.3K - $17.5K
|
3.73K
$324K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-252- 0.16% |
$15.4K - $17.6K
|
158K
$13.8M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-262- 6.34% |
$16K - $18.3K
|
3.87K
$336K
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-282- 2.04% |
$17.2K - $19.7K
|
13.5K
$1.18M
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-288- 7.81% |
$17.6K - $20.1K
|
3.4K
$296K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-358- 3.67% |
$21.9K - $25K
|
9.41K
$818K
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-375- 2.39% |
$22.9K - $26.2K
|
15.3K
$1.33M
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-379- 0.31% |
$23.2K - $26.5K
|
123K
$10.7M
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-380- 1.65% |
$23.2K - $26.6K
|
22.7K
$1.97M
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-392- 6.92% |
$24K - $27.4K
|
5.28K
$459K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-397- 5.32% |
$24.3K - $27.7K
|
7.07K
$615K
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-433- 9.11% |
$26.5K - $30.3K
|
4.32K
$376K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-447- 5.28% |
$27.3K - $31.2K
|
8.01K
$697K
|