Fortis Group Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 26, 2023	SELL	$433.1 - $497.12 $531,846 - $610,463	-1,228 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$318.46 - $358.67 $391,068 - $440,446	1,228 New	1,228 $416,000

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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