Purchases and Sales Made in Q4 2023 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 2023. 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 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.48KClosed |
$225K - $266K
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.67K- 15.18% |
$238K - $280K
|
20.5K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.12K- 5.35% |
$267K - $315K
|
72.8K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.53K- 14.31% |
$293K - $346K
|
27.1K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-4.77K- 15.87% |
$309K - $364K
|
25.3K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.89K- 1.18% |
$317K - $374K
|
411K
$36.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.89K- 12.64% |
$317K - $374K
|
33.8K
$3.03M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.14K- 36.84% |
$333K - $393K
|
8.81K
$791K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.16K- 1.72% |
$334K - $394K
|
294K
$26.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.65K- 36.32% |
$366K - $432K
|
9.91K
$889K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-6.09K- 2.63% |
$395K - $466K
|
226K
$20.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-6.36K- 6.9% |
$413K - $487K
|
85.9K
$7.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.63K- 32.66% |
$430K - $507K
|
13.7K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-8.41K- 33.6% |
$545K - $643K
|
16.6K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.95K- 71.16% |
$580K - $684K
|
3.63K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-10.7K- 30.69% |
$696K - $821K
|
24.3K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-11.7K- 2.72% |
$756K - $891K
|
416K
$37.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.2K- 40.76% |
$792K - $934K
|
17.7K
$1.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.7K- 28.21% |
$823K - $971K
|
32.3K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.3K- 30.98% |
$865K - $1.02M
|
29.7K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-14K- 15.1% |
$905K - $1.07M
|
78.4K
$7.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 5.39% |
$909K - $1.07M
|
246K
$22.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.1K- 26.13% |
$916K - $1.08M
|
39.9K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15.8K- 0.86% |
$1.03M - $1.21M
|
1.82M
$163M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-22.6K- 14.72% |
$1.47M - $1.73M
|
131K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-26.8K- 84.33% |
$1.74M - $2.05M
|
4.98K
$447K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-32.5K- 91.52% |
$2.11M - $2.49M
|
3.02K
$271K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-35.6K- 91.46% |
$2.31M - $2.72M
|
3.32K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.2K- 27.15% |
$2.93M - $3.45M
|
121K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.6K- 15.47% |
$3.6M - $4.25M
|
304K
$27.3M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-56.8K- 11.63% |
$3.68M - $4.34M
|
431K
$38.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62.1K- 20.74% |
$4.03M - $4.75M
|
237K
$21.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80.9K- 8.8% |
$5.25M - $6.19M
|
839K
$75.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-129K- 9.34% |
$8.35M - $9.84M
|
1.25M
$112M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-219K- 21.1% |
$14.2M - $16.8M
|
820K
$73.6M
|