Ellevest, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Ellevest, Inc.

$1.8 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$491.35 - $556.4 $180,325 - $204,198	367 New	367 $204,000
Q2 2021 Jul 13, 2021	BUY	$475.11 - $504.81 $174,365 - $185,265	367 New	367 $180,000

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

$1.24 Billion
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.21 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$743 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$691 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$649 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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