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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-38- 1.42% |
$3.08K - $3.31K
|
2.64K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
762New |
$61.8K - $66.4K
|
762
$57.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98New |
$7.94K - $8.53K
|
98
$7.43K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-386- 9.78% |
$31.3K - $33.6K
|
3.56K
$270K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-204- 7.46% |
$16.5K - $17.8K
|
2.53K
$192K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.37K+ 1474.31% |
$516K - $555K
|
6.8K
$515K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16New |
$1.3K - $1.39K
|
16
$1.21K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
212New |
$17.2K - $18.5K
|
212
$16.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-108- 2.81% |
$8.75K - $9.4K
|
3.74K
$283K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
472New |
$38.3K - $41.1K
|
472
$35.8K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1New |
$73.4 - $87.3
|
1
$75.8
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
60New |
$4.4K - $5.24K
|
60
$4.55K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 0.64% |
$147 - $175
|
311
$23.6K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 11.11% |
$73.4 - $87.3
|
10
$758
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.43KNew |
$178K - $212K
|
2.43K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$270K - $321K
|
3.68K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.5K+ 229.88% |
$3.27M - $3.88M
|
63.9K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53New |
$3.89K - $4.63K
|
53
$4.02K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.3K+ 522.14% |
$2.81M - $3.35M
|
45.7K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.91KNew |
$214K - $254K
|
2.91K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
32New |
$2.35K - $2.79K
|
32
$2.42K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
178+ 2.67% |
$13.1K - $15.5K
|
6.84K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.6KNew |
$190K - $227K
|
2.6K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.64KNew |
$194K - $231K
|
2.64K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.3KNew |
$3.1M - $3.69M
|
42.3K
$3.2M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.3KNew |
$978K - $1.16M
|
13.3K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
362New |
$26.6K - $31.6K
|
362
$27.4K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.56K- 20.94% |
$115K - $136K
|
5.89K
$447K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
246+ 7.38% |
$18K - $21.5K
|
3.58K
$271K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$73.4 - $87.3
|
1
$75.8
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.7K- 5.01% |
$198K - $236K
|
51.2K
$3.88M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
274New |
$20.1K - $23.9K
|
274
$20.8K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
94.5KNew |
$6.93M - $8.25M
|
94.5K
$7.16M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
484New |
$35.5K - $42.2K
|
484
$36.7K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.75KNew |
$202K - $240K
|
2.75K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.57KNew |
$189K - $224K
|
2.57K
$195K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.4KNew |
$764K - $909K
|
10.4K
$789K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.33KNew |
$171K - $203K
|
2.33K
$176K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.8KNew |
$939K - $1.12M
|
12.8K
$969K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-37- 1.02% |
$2.71K - $3.23K
|
3.6K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.99KNew |
$366K - $435K
|
4.99K
$378K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 5.26% |
$73.4 - $87.3
|
20
$1.52K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.58KNew |
$263K - $312K
|
3.58K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$2.05K - $2.44K
|
28
$2.12K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15New |
$1.1K - $1.31K
|
15
$1.14K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.95KNew |
$290K - $345K
|
3.95K
$299K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-25- 0.37% |
$1.83K - $2.18K
|
6.74K
$511K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.77KNew |
$423K - $503K
|
5.77K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2.46KNew |
$180K - $215K
|
2.46K
$186K
|
|