Laidlaw Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$433.1 - $497.12 $1,732 - $1,988	4 Added 0.78%	518 $237,000
Q4 2022 Feb 14, 2023	BUY	$409.49 - $470.66 $210,477 - $241,919	514 New	514 $227,000
Q2 2022 Aug 12, 2022	SELL	$402.57 - $493.76 $22,946 - $28,144	-57 Reduced 9.24%	560 $232,000
Q1 2022 May 12, 2022	SELL	$459.24 - $521.7 $29,850 - $33,910	-65 Reduced 9.53%	617 $303,000
Q4 2021 Feb 14, 2022	BUY	$485.7 - $531.03 $485 - $531	1 Added 0.15%	682 $353,000
Q3 2021 Nov 12, 2021	BUY	$468.36 - $506.04 $71,659 - $77,424	153 Added 28.98%	681 $327,000
Q2 2021 Aug 13, 2021	BUY	$475.11 - $504.81 $8,551 - $9,086	18 Added 3.53%	528 $259,000
Q1 2021 May 17, 2021	SELL	$413.34 - $489.29 $46,707 - $55,289	-113 Reduced 18.14%	510 $243,000
Q4 2020 Feb 16, 2021	BUY	$343.51 - $421.75 $214,006 - $262,750	623 New	623 $262,000

Others Institutions Holding MDY

# of Institutions

1,421

Shares Held

28.5M

Call Options Held

428K

Put Options Held

269K

International Assets Investment Management, LLC Orlando, FL

2.17M
Shares

$1.33 Billion
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.3 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$797 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$742 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$696 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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