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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.8K+ 9.34% |
$416K - $455K
|
56.2K
$4.72M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.79K+ 12.64% |
$415K - $454K
|
42.6K
$3.59M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.54KNew |
$393K - $431K
|
4.54K
$382K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52KNew |
$392K - $429K
|
4.52K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.26K+ 56.06% |
$369K - $404K
|
11.9K
$998K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.17K+ 116.32% |
$361K - $396K
|
7.75K
$652K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.97K+ 6.62% |
$344K - $377K
|
63.9K
$5.38M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.94K+ 51.2% |
$341K - $374K
|
11.6K
$979K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.7K+ 35.04% |
$320K - $351K
|
14.2K
$1.2M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.67K+ 31.02% |
$318K - $348K
|
15.5K
$1.3M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.48K+ 7.75% |
$302K - $331K
|
48.4K
$4.07M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.44KNew |
$298K - $326K
|
3.44K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.34K+ 4.32% |
$290K - $317K
|
80.8K
$6.8M
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.3KNew |
$286K - $313K
|
3.3K
$278K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.3K+ 9.31% |
$286K - $313K
|
38.7K
$3.26M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 42.82% |
$283K - $310K
|
10.9K
$917K
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.27K+ 32.53% |
$283K - $310K
|
13.3K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.17KNew |
$275K - $301K
|
3.17K
$267K
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.14K+ 3.4% |
$272K - $298K
|
95.5K
$8.03M
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.13KNew |
$272K - $297K
|
3.13K
$264K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.13K+ 15.19% |
$271K - $297K
|
23.7K
$2M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.05K+ 37.7% |
$265K - $290K
|
11.2K
$938K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$260K - $285K
|
3K
$252K
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.87KNew |
$249K - $272K
|
2.87K
$241K
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
2.74KNew |
$237K - $260K
|
2.74K
$230K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$236K - $258K
|
2.72K
$229K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.65K+ 25.75% |
$229K - $251K
|
12.9K
$1.09M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.64K+ 23.99% |
$228K - $250K
|
13.6K
$1.15M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.55K+ 35.1% |
$221K - $242K
|
9.82K
$826K
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
2.42K+ 12.5% |
$210K - $230K
|
21.8K
$1.83M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.39KNew |
$207K - $227K
|
2.39K
$201K
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
2.37KNew |
$205K - $225K
|
2.37K
$199K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.36KNew |
$204K - $224K
|
2.36K
$198K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.34K+ 52.84% |
$203K - $222K
|
6.78K
$570K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.31KNew |
$200K - $219K
|
2.31K
$194K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.18K+ 55.33% |
$189K - $207K
|
6.12K
$515K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.13KNew |
$184K - $202K
|
2.13K
$179K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.98K+ 15.38% |
$171K - $187K
|
14.8K
$1.25M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.93K+ 9.55% |
$167K - $183K
|
22.1K
$1.86M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.77K+ 5.89% |
$153K - $168K
|
31.8K
$2.67M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.75K+ 3.58% |
$152K - $166K
|
50.7K
$4.26M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.67K+ 52.94% |
$145K - $158K
|
4.82K
$405K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.6K+ 32.67% |
$139K - $152K
|
6.51K
$548K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 8.58% |
$136K - $149K
|
19.9K
$1.67M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.49K+ 2.64% |
$129K - $141K
|
57.8K
$4.86M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.48K+ 9.26% |
$128K - $140K
|
17.4K
$1.47M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.39K+ 7.01% |
$120K - $132K
|
21.2K
$1.78M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.38KNew |
$119K - $131K
|
1.38K
$116K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.34K+ 3.42% |
$116K - $127K
|
40.4K
$3.4M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.31K+ 28.66% |
$114K - $125K
|
5.89K
$496K
|