Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
128K+ 2181.78% |
$11.1M - $12.1M
|
134K
$12M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
60.5K+ 12.4% |
$5.25M - $5.75M
|
549K
$49.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
29.2K+ 1199.92% |
$2.53M - $2.77M
|
31.6K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.1K+ 269.89% |
$1.91M - $2.09M
|
30.2K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
18.1KNew |
$1.57M - $1.72M
|
18.1K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.5K+ 30.36% |
$1.43M - $1.57M
|
70.9K
$6.38M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.7KNew |
$1.36M - $1.49M
|
15.7K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
15.5KNew |
$1.34M - $1.47M
|
15.5K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.9K+ 41.62% |
$1.12M - $1.22M
|
43.8K
$3.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11.6K+ 10.26% |
$1.01M - $1.1M
|
125K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8.76K+ 3.1% |
$759K - $831K
|
291K
$26.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.79KNew |
$675K - $739K
|
7.79K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.94KNew |
$514K - $563K
|
5.94K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.51K+ 24.13% |
$478K - $523K
|
28.4K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52KNew |
$392K - $429K
|
4.52K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.94K+ 51.2% |
$341K - $374K
|
11.6K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.7K+ 35.04% |
$320K - $351K
|
14.2K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.67K+ 31.02% |
$318K - $348K
|
15.5K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.48K+ 7.75% |
$302K - $331K
|
48.4K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 42.82% |
$283K - $310K
|
10.9K
$982K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.14K+ 3.4% |
$272K - $298K
|
95.5K
$8.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.13KNew |
$272K - $297K
|
3.13K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.05K+ 37.7% |
$265K - $290K
|
11.2K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$260K - $285K
|
3K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2.74KNew |
$237K - $260K
|
2.74K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.64K+ 23.99% |
$228K - $250K
|
13.6K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.55K+ 35.1% |
$221K - $242K
|
9.82K
$884K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.36KNew |
$204K - $224K
|
2.36K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.18K+ 55.33% |
$189K - $207K
|
6.12K
$551K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.93K+ 9.55% |
$167K - $183K
|
22.1K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.75K+ 3.58% |
$152K - $166K
|
50.7K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.67K+ 52.94% |
$145K - $158K
|
4.82K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.6K+ 32.67% |
$139K - $152K
|
6.51K
$586K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.49K+ 2.64% |
$129K - $141K
|
57.8K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.39K+ 7.01% |
$120K - $132K
|
21.2K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.3K+ 11.91% |
$112K - $123K
|
12.2K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 7.02% |
$98.2K - $108K
|
17.3K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.1K+ 3.0% |
$95.1K - $104K
|
37.6K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.04K+ 9.36% |
$89.9K - $98.4K
|
12.1K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
950+ 30.97% |
$82.3K - $90.2K
|
4.02K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
844+ 7.77% |
$73.1K - $80.1K
|
11.7K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
636New |
$55.1K - $60.4K
|
636
$57.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
490+ 6.29% |
$42.5K - $46.5K
|
8.28K
$745K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
460+ 9.55% |
$39.9K - $43.7K
|
5.28K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
350+ 189.19% |
$30.3K - $33.2K
|
535
$48.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
324+ 2.41% |
$28.1K - $30.7K
|
13.7K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
300+ 0.2% |
$26K - $28.5K
|
148K
$13.3M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
295+ 1.63% |
$25.6K - $28K
|
18.4K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
270+ 1.0% |
$23.4K - $25.6K
|
27.4K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
266+ 1.91% |
$23K - $25.2K
|
14.2K
$1.28M
|