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 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-252- 0.81% |
$16.3K - $19.3K
|
30.7K
$2.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-270- 4.15% |
$17.5K - $20.7K
|
6.24K
$543K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-305- 10.04% |
$19.8K - $23.3K
|
2.73K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-323- 3.6% |
$20.9K - $24.7K
|
8.64K
$752K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-330- 3.07% |
$21.4K - $25.2K
|
10.4K
$907K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-375- 6.75% |
$24.3K - $28.7K
|
5.18K
$451K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-416- 0.75% |
$27K - $31.8K
|
55K
$4.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-432- 0.26% |
$28K - $33K
|
168K
$14.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-451- 2.22% |
$29.2K - $34.5K
|
19.9K
$1.73M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-456- 9.23% |
$29.6K - $34.9K
|
4.49K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-456- 9.23% |
$29.6K - $34.9K
|
4.49K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-493- 2.86% |
$32K - $37.7K
|
16.8K
$1.46M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-512- 4.69% |
$33.2K - $39.2K
|
10.4K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-558- 1.52% |
$36.2K - $42.7K
|
36.2K
$3.14M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-561- 10.76% |
$36.4K - $42.9K
|
4.65K
$404K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-600- 98.52% |
$38.9K - $45.9K
|
9
$783
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-690- 8.32% |
$44.7K - $52.8K
|
7.61K
$662K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-702- 4.22% |
$45.5K - $53.7K
|
15.9K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-730- 15.28% |
$47.3K - $55.8K
|
4.05K
$352K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-742- 58.43% |
$48.1K - $56.8K
|
528
$45.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-762- 8.59% |
$49.4K - $58.3K
|
8.11K
$705K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-771- 16.84% |
$50K - $59K
|
3.81K
$331K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-799- 0.86% |
$51.8K - $61.1K
|
92.2K
$8.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-799- 0.86% |
$51.8K - $61.1K
|
92.2K
$8.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-800- 55.17% |
$51.9K - $61.2K
|
650
$56.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-801- 3.37% |
$51.9K - $61.3K
|
22.9K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-863- 1.43% |
$56K - $66K
|
59.4K
$5.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-915- 6.33% |
$59.3K - $70K
|
13.5K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.07K- 1.45% |
$69.4K - $81.8K
|
72.5K
$6.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.27K- 7.66% |
$82.5K - $97.3K
|
15.3K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.27K- 15.38% |
$82.6K - $97.4K
|
7.01K
$609K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.37K- 30.97% |
$89K - $105K
|
3.06K
$266K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.42K- 10.11% |
$91.8K - $108K
|
12.6K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.53K- 35.67% |
$99.1K - $117K
|
2.76K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.59K- 3.15% |
$103K - $122K
|
48.9K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.63K- 19.42% |
$105K - $124K
|
6.74K
$586K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.78K- 4.42% |
$115K - $136K
|
38.5K
$3.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.99K- 9.51% |
$129K - $152K
|
18.9K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.01K- 67.18% |
$130K - $154K
|
983
$85.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.04K- 11.54% |
$132K - $156K
|
15.6K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.08K- 18.95% |
$135K - $159K
|
8.88K
$772K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 17.15% |
$143K - $169K
|
10.7K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.39K- 3.39% |
$155K - $183K
|
67.9K
$5.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 1.83% |
$155K - $183K
|
128K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.5K- 11.95% |
$162K - $191K
|
18.4K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.62K- 40.1% |
$170K - $200K
|
3.91K
$340K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.63K- 10.31% |
$171K - $201K
|
22.9K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.12K- 6.98% |
$202K - $238K
|
41.5K
$3.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.21K- 4.52% |
$208K - $246K
|
67.8K
$5.9M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.48KClosed |
$225K - $266K
|
0
$0
|