Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5.73K+ 4.38% |
$404K - $498K
|
137K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
5.44K+ 5.55% |
$383K - $473K
|
104K
$9.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.4K+ 2.72% |
$380K - $469K
|
204K
$18.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.06K+ 13.85% |
$356K - $439K
|
41.5K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.44K+ 69.73% |
$313K - $386K
|
10.8K
$973K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.42K+ 30.66% |
$312K - $384K
|
18.9K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.2KNew |
$296K - $365K
|
4.2K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.03KNew |
$284K - $350K
|
4.03K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.9KNew |
$275K - $339K
|
3.9K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.83K+ 4.69% |
$269K - $332K
|
85.4K
$7.69M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.5K+ 3.19% |
$246K - $304K
|
113K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3.39KNew |
$239K - $294K
|
3.39K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.14K+ 9.76% |
$221K - $272K
|
35.3K
$3.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.02K+ 79.85% |
$213K - $262K
|
6.8K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3K+ 0.94% |
$212K - $261K
|
322K
$29M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.98KNew |
$210K - $258K
|
2.98K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.91K+ 1.35% |
$205K - $253K
|
218K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.76K+ 5.63% |
$194K - $240K
|
51.7K
$4.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.55K+ 38.87% |
$180K - $222K
|
9.11K
$821K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.46KNew |
$173K - $214K
|
2.46K
$221K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$169K - $208K
|
2.4K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.39KNew |
$168K - $208K
|
2.39K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.37KNew |
$167K - $206K
|
2.37K
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
2.31KNew |
$163K - $201K
|
2.31K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.29K+ 3.21% |
$161K - $198K
|
73.4K
$6.61M
|
|
|
Nov 25, 2025
Q2 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
2.24K+ 22.69% |
$158K - $195K
|
12.1K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.19K+ 3.08% |
$154K - $190K
|
73.2K
$6.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.98K+ 6.65% |
$140K - $172K
|
31.8K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.86K+ 13.96% |
$131K - $162K
|
15.2K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.82KNew |
$128K - $158K
|
1.82K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.8KNew |
$127K - $156K
|
1.8K
$162K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.73K+ 11.2% |
$122K - $150K
|
17.2K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.7K+ 5.28% |
$120K - $148K
|
33.9K
$3.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.69K+ 1.14% |
$119K - $147K
|
150K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.66K+ 31.0% |
$117K - $145K
|
7.03K
$633K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.64K+ 5.58% |
$115K - $142K
|
31K
$2.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.58K+ 56.79% |
$111K - $137K
|
4.35K
$392K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.56K+ 6.49% |
$110K - $135K
|
25.5K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.43K+ 34.5% |
$101K - $124K
|
5.57K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.4K+ 36.93% |
$98.6K - $122K
|
5.19K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.35K+ 6.8% |
$95.4K - $118K
|
21.3K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 279.82% |
$86.9K - $107K
|
1.68K
$151K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 15.71% |
$84.5K - $104K
|
8.84K
$796K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.06K+ 40.87% |
$74.9K - $92.3K
|
3.66K
$330K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.03K+ 1.39% |
$72.2K - $89K
|
74.7K
$6.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
888+ 33.65% |
$62.6K - $77.1K
|
3.53K
$318K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
873New |
$61.5K - $75.8K
|
873
$78.6K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
809+ 7.02% |
$57K - $70.3K
|
12.3K
$1.11M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
716+ 2.62% |
$50.4K - $62.2K
|
28.1K
$2.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
712+ 2.07% |
$50.2K - $61.9K
|
35.1K
$3.17M
|
|