Mgo Private Wealth, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Mgo Private Wealth, LLC

$139 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	$409.49 - $470.66 $197,783 - $227,328	-483 Reduced 45.91%	569 $251,000
Q3 2022 Nov 14, 2022	BUY	$401.58 - $481.07 $422,462 - $506,085	1,052 New	1,052 $422,000

Others Institutions Holding MDY

# of Institutions

1,421

Shares Held

28.7M

Call Options Held

428K

Put Options Held

269K

International Assets Investment Management, LLC Orlando, FL

2.17M
Shares

$1.29 Billion
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.26 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$773 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$719 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$675 Million
0.11% of portfolio

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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