Mycio Wealth Partners, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$220.85 - $384.02 $2.58 Million - $4.49 Million	-11,703 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$338.73 - $376.09 $440,349 - $488,916	1,300 Added 12.5%	11,703 $4.39 Million
Q3 2019 Nov 12, 2019	SELL	$334.13 - $362.01 $41,432 - $44,889	-124 Reduced 1.18%	10,403 $3.67 Million
Q2 2019 Aug 05, 2019	BUY	$330.13 - $361.02 $3,961 - $4,332	12 Added 0.11%	10,527 $3.73 Million
Q1 2019 Apr 18, 2019	BUY	$296.63 - $352.26 $5,635 - $6,692	19 Added 0.18%	10,515 $3.63 Million
Q4 2018 Jan 22, 2019	BUY	$284.96 - $364.55 $1.03 Million - $1.31 Million	3,602 Added 52.25%	10,496 $3.18 Million
Q3 2018 Oct 25, 2018	BUY	$355.06 - $373.52 $4,970 - $5,229	14 Added 0.2%	6,894 $2.53 Million
Q2 2018 Jul 19, 2018	BUY	$333.64 - $365.14 $1.68 Million - $1.84 Million	5,026 Added 271.09%	6,880 $2.44 Million
Q1 2018 Apr 27, 2018	SELL	$327.4 - $362.51 $91,672 - $101,502	-280 Reduced 13.12%	1,854 $634,000
Q3 2017 Oct 19, 2017	SELL	$308.35 - $326.33 $3,083 - $3,263	-10 Reduced 0.47%	2,134 $696,000
Q2 2017 Aug 10, 2017	SELL	N/A	-640 Reduced 22.99%	2,144 $681,000
Q2 2017 Aug 08, 2017	BUY	N/A	2,784	2,784 $870,000

Others Institutions Holding MDY

# of Institutions

1,419

Shares Held

28.5M

Call Options Held

428K

Put Options Held

269K

International Assets Investment Management, LLC Orlando, FL

2.17M
Shares

$1.28 Billion
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.25 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$767 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$714 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$670 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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