Claro Advisors LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Claro Advisors LLC

$706 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$409.49 - $470.66 $790,725 - $908,844	1,931 Added 153.01%	3,193 $1.41 Million
Q2 2022 Aug 12, 2022	BUY	$402.57 - $493.76 $508,043 - $623,125	1,262 New	1,262 $522,000

Others Institutions Holding MDY

# of Institutions

1,421

Shares Held

28.5M

Call Options Held

428K

Put Options Held

269K

International Assets Investment Management, LLC Orlando, FL

2.17M
Shares

$1.31 Billion
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.28 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$784 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$729 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$685 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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