Latest Institutional Transactions on Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information on the latest institutional transactions involving Spdr S&P 400 Mid Cap Growth Et (MDYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
762New |
$61.8K - $66.4K
|
762
$68.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-386- 9.78% |
$31.3K - $33.6K
|
3.56K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98New |
$7.94K - $8.53K
|
98
$8.83K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.37K+ 1474.31% |
$516K - $555K
|
6.8K
$612K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16New |
$1.3K - $1.39K
|
16
$1.44K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
212New |
$17.2K - $18.5K
|
212
$19.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-108- 2.81% |
$8.75K - $9.4K
|
3.74K
$337K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1New |
$73.4 - $87.3
|
1
$90.1
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 11.11% |
$73.4 - $87.3
|
10
$901
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$270K - $321K
|
3.68K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.43KNew |
$178K - $212K
|
2.43K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.3K+ 522.14% |
$2.81M - $3.35M
|
45.7K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.5K+ 229.88% |
$3.27M - $3.88M
|
63.9K
$5.75M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53New |
$3.89K - $4.63K
|
53
$4.77K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.6KNew |
$190K - $227K
|
2.6K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
32New |
$2.35K - $2.79K
|
32
$2.88K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
178+ 2.67% |
$13.1K - $15.5K
|
6.84K
$616K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.3KNew |
$978K - $1.16M
|
13.3K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.3KNew |
$3.1M - $3.69M
|
42.3K
$3.81M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
362New |
$26.6K - $31.6K
|
362
$32.6K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.56K- 20.94% |
$115K - $136K
|
5.89K
$531K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
246+ 7.38% |
$18K - $21.5K
|
3.58K
$322K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$73.4 - $87.3
|
1
$90.1
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.7K- 5.01% |
$198K - $236K
|
51.2K
$4.61M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
94.5KNew |
$6.93M - $8.25M
|
94.5K
$8.51M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
274New |
$20.1K - $23.9K
|
274
$24.7K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.75KNew |
$202K - $240K
|
2.75K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
484New |
$35.5K - $42.2K
|
484
$43.6K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.57KNew |
$189K - $224K
|
2.57K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.33KNew |
$171K - $203K
|
2.33K
$209K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.4KNew |
$764K - $909K
|
10.4K
$938K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.8KNew |
$939K - $1.12M
|
12.8K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 5.26% |
$73.4 - $87.3
|
20
$1.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.58KNew |
$263K - $312K
|
3.58K
$322K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$2.05K - $2.44K
|
28
$2.52K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15New |
$1.1K - $1.31K
|
15
$1.35K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-25- 0.37% |
$1.83K - $2.18K
|
6.74K
$607K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.95KNew |
$290K - $345K
|
3.95K
$355K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.77KNew |
$423K - $503K
|
5.77K
$519K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
137New |
$10.1K - $12K
|
137
$12.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2.46KNew |
$180K - $215K
|
2.46K
$222K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.5KNew |
$184K - $218K
|
2.5K
$225K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
147+ 7350.0% |
$9.53K - $11.2K
|
149
$13.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$2.01K - $2.37K
|
31
$2.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.93KNew |
$190K - $224K
|
2.93K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.11KNew |
$332K - $391K
|
5.11K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
81New |
$5.25K - $6.2K
|
81
$7.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.55KNew |
$554K - $654K
|
8.55K
$770K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.89KNew |
$447K - $527K
|
6.89K
$621K
|
|