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 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
540+ 8.92% |
$35K - $41.3K
|
6.59K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
525+ 2.47% |
$34K - $40.2K
|
21.8K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
520+ 3.06% |
$33.7K - $39.8K
|
17.5K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$32.4K - $38.2K
|
500
$45.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
464+ 6.74% |
$30.1K - $35.5K
|
7.34K
$665K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
439+ 32.69% |
$28.5K - $33.6K
|
1.78K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
435+ 61.79% |
$28.2K - $33.3K
|
1.14K
$103K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
426New |
$27.6K - $32.6K
|
426
$38.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
406+ 8.87% |
$26.3K - $31.1K
|
4.99K
$451K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
397+ 5.34% |
$25.7K - $30.4K
|
7.84K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
389+ 3.35% |
$25.2K - $29.8K
|
12K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
358+ 314.04% |
$23.2K - $27.4K
|
472
$42.7K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
350+ 4.77% |
$22.7K - $26.8K
|
7.68K
$696K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
349+ 5.44% |
$22.6K - $26.7K
|
6.77K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
333+ 3.71% |
$21.6K - $25.5K
|
9.31K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
311New |
$20.2K - $23.8K
|
311
$28.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
285+ 2.58% |
$18.5K - $21.8K
|
11.3K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
278+ 7.03% |
$18K - $21.3K
|
4.23K
$383K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
252+ 3.94% |
$16.3K - $19.3K
|
6.64K
$601K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
227+ 3.33% |
$14.7K - $17.4K
|
7.05K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
212New |
$13.7K - $16.2K
|
212
$19.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
198+ 1.99% |
$12.8K - $15.1K
|
10.2K
$919K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
190+ 33.45% |
$12.3K - $14.5K
|
758
$68.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
181+ 37.55% |
$11.7K - $13.8K
|
663
$60K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
163New |
$10.6K - $12.5K
|
163
$14.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
162+ 437.84% |
$10.5K - $12.4K
|
199
$18K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
147+ 7350.0% |
$9.53K - $11.2K
|
149
$13.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
135+ 0.71% |
$8.75K - $10.3K
|
19.3K
$1.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
101New |
$6.55K - $7.73K
|
101
$9.14K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
101+ 1.32% |
$6.55K - $7.73K
|
7.76K
$702K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
91+ 121.33% |
$5.9K - $6.96K
|
166
$15K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
88+ 2.48% |
$5.71K - $6.73K
|
3.63K
$329K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
BUY
|
- |
87+ 0.6% |
$5.64K - $6.65K
|
14.7K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
84+ 0.37% |
$5.45K - $6.43K
|
22.5K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
81New |
$5.25K - $6.2K
|
81
$7.33K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
81+ 1.25% |
$5.25K - $6.2K
|
6.56K
$594K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80New |
$5.19K - $6.12K
|
80
$7.24K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
76New |
$4.93K - $5.81K
|
76
$6.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
55+ 1.83% |
$3.57K - $4.21K
|
3.06K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54+ 0.1% |
$3.5K - $4.13K
|
53.5K
$4.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 221.74% |
$3.31K - $3.9K
|
74
$6.7K
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
50+ 0.22% |
$3.24K - $3.82K
|
22.7K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
43New |
$2.79K - $3.29K
|
43
$3.89K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
31+ 1.0% |
$2.01K - $2.37K
|
3.12K
$283K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$2.01K - $2.37K
|
31
$2.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
19New |
$1.23K - $1.45K
|
19
$1.72K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.27% |
$1.1K - $1.3K
|
6.28K
$568K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.16% |
$713 - $841
|
7.09K
$642K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 1.04% |
$584 - $688
|
876
$79.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.07% |
$519 - $612
|
11.8K
$1.07M
|