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

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$459.24 - $521.7 $293,454 - $333,366	-639 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$468.36 - $506.04 $14,987 - $16,193	-32 Reduced 4.77%	639 $307,000
Q2 2021 Aug 16, 2021	SELL	$475.11 - $504.81 $4,751 - $5,048	-10 Reduced 1.47%	671 $329,000
Q1 2021 May 14, 2021	SELL	$413.34 - $489.29 $9,093 - $10,764	-22 Reduced 3.13%	681 $324,000
Q4 2020 Mar 03, 2021	SELL	$343.51 - $421.75 $22,328 - $27,413	-65 Reduced 8.46%	703 $295,000
Q1 2020 May 15, 2020	SELL	$220.85 - $384.02 $1,104 - $1,920	-5 Reduced 0.65%	768 $202,000
Q4 2019 Feb 13, 2020	BUY	$338.73 - $376.09 $12,533 - $13,915	37 Added 5.03%	773 $290,000
Q3 2019 Nov 13, 2019	BUY	$334.13 - $362.01 $38,424 - $41,631	115 Added 18.52%	736 $259,000
Q2 2019 Aug 13, 2019	BUY	$330.13 - $361.02 $3,301 - $3,610	10 Added 1.64%	621 $220,000
Q1 2019 May 16, 2019	BUY	$296.63 - $352.26 $181,240 - $215,230	611 New	611 $211,000

Others Institutions Holding MDY

# of Institutions

1,440

Shares Held

27.3M

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

$773 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$719 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$675 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

1.11M
Shares

$659 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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