Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.3K+ 3.51% |
$279K - $329K
|
127K
$11M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.29KNew |
$278K - $328K
|
4.29K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.13K+ 15.98% |
$268K - $316K
|
29.9K
$2.6M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.88KNew |
$252K - $297K
|
3.88K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.83K+ 50.67% |
$248K - $293K
|
11.4K
$990K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.78K+ 2.46% |
$245K - $289K
|
157K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.72KNew |
$241K - $284K
|
3.72K
$323K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
3.53KNew |
$229K - $270K
|
3.53K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.52K+ 7.52% |
$228K - $269K
|
50.3K
$4.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.44K+ 2.67% |
$223K - $263K
|
132K
$11.5M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.38KNew |
$219K - $258K
|
3.38K
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.28KNew |
$213K - $251K
|
3.28K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
3.13KNew |
$203K - $239K
|
3.13K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.07KNew |
$199K - $235K
|
3.07K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.93KNew |
$190K - $224K
|
2.93K
$255K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.82KNew |
$183K - $215K
|
2.82K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.78KNew |
$180K - $212K
|
2.78K
$242K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.78K+ 5.43% |
$180K - $212K
|
53.9K
$4.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.77KNew |
$179K - $212K
|
2.77K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.76K+ 4.1% |
$179K - $211K
|
70K
$6.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.75KNew |
$178K - $211K
|
2.75K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.73KNew |
$177K - $209K
|
2.73K
$237K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.7KNew |
$175K - $206K
|
2.7K
$234K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.69KNew |
$174K - $206K
|
2.69K
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.67K+ 55.94% |
$173K - $205K
|
7.45K
$648K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2.56K+ 11.08% |
$166K - $195K
|
25.6K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.52K+ 14.97% |
$163K - $193K
|
19.4K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.21K+ 43.76% |
$143K - $169K
|
7.26K
$632K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.17K+ 59.24% |
$141K - $166K
|
5.84K
$508K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.97K+ 0.64% |
$127K - $150K
|
308K
$26.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.84K+ 11.96% |
$119K - $141K
|
17.2K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.84K+ 31.84% |
$119K - $140K
|
7.6K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.78K+ 266.52% |
$116K - $136K
|
2.45K
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.77K+ 15.18% |
$115K - $135K
|
13.4K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.66K+ 1.29% |
$107K - $127K
|
130K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.65K+ 709.87% |
$107K - $127K
|
1.89K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 7.82% |
$103K - $121K
|
21.9K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.27K+ 2.27% |
$82.1K - $96.8K
|
56.9K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.25K+ 4.03% |
$80.9K - $95.4K
|
32.2K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.24K+ 4592.59% |
$80.4K - $94.8K
|
1.27K
$110K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.13K+ 8.13% |
$73.5K - $86.7K
|
15.1K
$1.31M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.1K+ 6.04% |
$71.3K - $84.1K
|
19.3K
$1.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
987+ 4.46% |
$64K - $75.5K
|
23.1K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
775+ 3.88% |
$50.3K - $59.3K
|
20.7K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
737+ 2.07% |
$47.8K - $56.4K
|
36.3K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
624+ 8.72% |
$40.5K - $47.7K
|
7.78K
$676K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
622+ 20.29% |
$40.3K - $47.6K
|
3.69K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
578+ 1.17% |
$37.5K - $44.2K
|
50K
$4.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
560+ 236.29% |
$36.3K - $42.8K
|
797
$69.3K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
540+ 8.92% |
$35K - $41.3K
|
6.59K
$573K
|