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

Kovack Advisors, Inc.

$985 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$402.57 - $493.76 $237,918 - $291,812	-591 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$459.24 - $521.7 $271,410 - $308,324	591 New	591 $289,000
Q4 2021 Jan 18, 2022	SELL	$485.7 - $531.03 $287,048 - $313,838	-591 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$468.36 - $506.04 $34,190 - $36,940	73 Added 14.09%	591 $284,000
Q2 2021 Jul 29, 2021	BUY	$475.11 - $504.81 $246,106 - $261,491	518 New	518 $254,000
Q2 2018 Aug 01, 2018	SELL	$333.64 - $365.14 $204,854 - $224,195	-614 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$327.4 - $362.51 $201,023 - $222,581	614 New	614 $210,000
Q2 2017 Aug 30, 2018	SELL	N/A	-644 Closed	0 $0
Q1 2017 Sep 05, 2018	SELL	N/A	-88 Reduced 12.02%	644 $201,000
Q4 2016 Sep 10, 2018	BUY	N/A	732	732 $221,000

Others Institutions Holding MDY

# of Institutions

1,462

Shares Held

27.9M

Call Options Held

428K

Put Options Held

269K

Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.26 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$774 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$720 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$676 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

1.11M
Shares

$660 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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