Gen Wealth Group, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Gen Wealth Group, Inc.

$432 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$220.85 - $384.02 $135,822 - $236,172	-615 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$338.73 - $376.09 $3,387 - $3,760	-10 Reduced 1.6%	615 $230,000
Q3 2019 Oct 07, 2019	SELL	$334.13 - $362.01 $3,341 - $3,620	-10 Reduced 1.57%	625 $220,000
Q1 2019 Apr 08, 2019	SELL	$296.63 - $352.26 $24,027 - $28,533	-81 Reduced 11.31%	635 $222,000
Q4 2018 Jan 11, 2019	SELL	$284.96 - $364.55 $3,134 - $4,010	-11 Reduced 1.51%	716 $216,000
Q2 2018 Jul 13, 2018	SELL	$333.64 - $365.14 $28,693 - $31,402	-86 Reduced 10.58%	727 $258,000
Q1 2018 Apr 12, 2018	SELL	$327.4 - $362.51 $18,334 - $20,300	-56 Reduced 6.44%	813 $277,000
Q4 2017 Feb 01, 2018	BUY	$329.2 - $347.26 $43,454 - $45,838	132 Added 17.91%	869 $314,000
Q3 2017 Oct 18, 2017	BUY	$308.35 - $326.33 $227,253 - $240,505	737	737 $240,000

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

$804 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$748 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$702 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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