Aveo Capital Partners, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Aveo Capital Partners, LLC

$910 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 12, 2020	SELL	$243.09 - $355.21 $279,310 - $408,136	-1,149 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$220.85 - $384.02 $8,171 - $14,208	37 Added 3.33%	1,149 $302,000
Q4 2019 Feb 06, 2020	BUY	$338.73 - $376.09 $11,855 - $13,163	35 Added 3.25%	1,112 $417,000
Q3 2019 Nov 07, 2019	BUY	$334.13 - $362.01 $24,057 - $26,064	72 Added 7.16%	1,077 $391,000
Q2 2019 Aug 06, 2019	BUY	$330.13 - $361.02 $90,125 - $98,558	273 Added 37.3%	1,005 $363,000
Q1 2019 May 07, 2019	BUY	$296.63 - $352.26 $9,195 - $10,920	31 Added 4.42%	732 $253,000
Q4 2018 Feb 11, 2019	BUY	$284.96 - $364.55 $22,511 - $28,799	79 Added 12.7%	701 $212,000
Q3 2018 Nov 09, 2018	BUY	$355.06 - $373.52 $220,847 - $232,329	622 New	622 $211,000

Others Institutions Holding MDY

# of Institutions

1,423

Shares Held

28.7M

Call Options Held

428K

Put Options Held

269K

International Assets Investment Management, LLC Orlando, FL

2.17M
Shares

$1.34 Billion
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.31 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$805 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$749 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$703 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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