Purchases and Sales Made in Q4 2022 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 2022. 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 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.18K+ 37.03% |
$500K - $572K
|
30.3K
$2.73M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
7.62KNew |
$466K - $532K
|
7.62K
$686K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.38K+ 4.27% |
$451K - $515K
|
180K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.27K+ 5.23% |
$445K - $508K
|
146K
$13.2M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.26K+ 34.87% |
$444K - $507K
|
28.1K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.26K+ 34.87% |
$444K - $507K
|
28.1K
$2.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.2K+ 10.71% |
$440K - $503K
|
74.4K
$6.69M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7K+ 3.18% |
$428K - $489K
|
227K
$20.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.78KNew |
$415K - $474K
|
6.78K
$610K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.78K+ 21.07% |
$414K - $473K
|
38.9K
$3.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.46KNew |
$395K - $452K
|
6.46K
$582K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6.43KNew |
$393K - $450K
|
6.43K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.14K+ 0.36% |
$376K - $429K
|
1.72M
$155M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.92KNew |
$362K - $414K
|
5.92K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.6KNew |
$342K - $391K
|
5.6K
$504K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
5.56K+ 1.79% |
$340K - $388K
|
315K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.28K+ 105.09% |
$323K - $369K
|
10.3K
$928K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.23KNew |
$320K - $366K
|
5.23K
$471K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.19KNew |
$317K - $363K
|
5.19K
$467K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.09KNew |
$311K - $355K
|
5.09K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.91K+ 37.79% |
$300K - $343K
|
17.9K
$1.61M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.75KNew |
$291K - $332K
|
4.75K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
4.66K+ 6.78% |
$285K - $326K
|
73.5K
$6.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.54KNew |
$277K - $317K
|
4.54K
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.45K+ 11.91% |
$272K - $311K
|
41.8K
$3.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.18KNew |
$256K - $292K
|
4.18K
$376K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
4.18K+ 31.46% |
$255K - $292K
|
17.5K
$1.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.02K+ 73.84% |
$245K - $281K
|
9.46K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.98KNew |
$243K - $278K
|
3.98K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.93KNew |
$240K - $275K
|
3.93K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.83K+ 2.72% |
$234K - $267K
|
145K
$13M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.81KNew |
$233K - $266K
|
3.81K
$343K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.64K+ 229.88% |
$222K - $254K
|
5.22K
$470K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.64K+ 229.88% |
$222K - $254K
|
5.22K
$470K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.5KNew |
$214K - $244K
|
3.5K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.44KNew |
$210K - $240K
|
3.44K
$309K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.4KNew |
$208K - $238K
|
3.4K
$306K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.32KNew |
$203K - $232K
|
3.32K
$299K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
3.26KNew |
$199K - $228K
|
3.26K
$294K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.25KNew |
$199K - $227K
|
3.25K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.18KNew |
$194K - $222K
|
3.18K
$286K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$191K - $219K
|
3.13K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.12KNew |
$190K - $218K
|
3.12K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.1KNew |
$190K - $217K
|
3.1K
$279K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.09KNew |
$189K - $216K
|
3.09K
$278K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.07KNew |
$187K - $214K
|
3.07K
$276K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.02KNew |
$185K - $211K
|
3.02K
$272K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.79K+ 21.43% |
$171K - $195K
|
15.8K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.56K+ 34.77% |
$156K - $179K
|
9.91K
$892K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.23K+ 12.29% |
$136K - $156K
|
20.4K
$1.84M
|