Creative Planning Spdr S&P Midcap 400 ETF Trust Call Options Transaction History

Creative Planning

$101 Billion
Q3 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$409.49 - $470.66 $40,949 - $47,066	100 New	100 $44,000
Q2 2018 Jul 20, 2018	BUY	$333.64 - $365.14 $333,640 - $365,140	1,000 New	1,000 $1,000

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

$1.25 Billion
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.22 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$751 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$699 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$656 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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