Personal Wealth Partners Spdr S&P Midcap 400 ETF Trust Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$402.57 - $493.76 $2.62 Million - $3.22 Million	-6,519 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$485.7 - $531.03 $17,485 - $19,117	-36 Reduced 0.55%	6,519 $3.38 Million
Q2 2021 Jul 23, 2021	SELL	$475.11 - $504.81 $66,040 - $70,168	-139 Reduced 2.08%	6,555 $3.22 Million
Q1 2021 Apr 20, 2021	SELL	$413.34 - $489.29 $143,842 - $170,272	-348 Reduced 4.94%	6,694 $3.19 Million
Q4 2020 Feb 08, 2021	SELL	$343.51 - $421.75 $281,334 - $345,413	-819 Reduced 10.42%	7,042 $2.96 Million
Q3 2020 Nov 02, 2020	SELL	$318.46 - $358.67 $219,418 - $247,123	-689 Reduced 8.06%	7,861 $2.66 Million
Q2 2020 Aug 06, 2020	SELL	$243.09 - $355.21 $59,557 - $87,026	-245 Reduced 2.79%	8,550 $2.77 Million
Q1 2020 May 07, 2020	SELL	$220.85 - $384.02 $171,379 - $297,999	-776 Reduced 8.11%	8,795 $2.31 Million
Q4 2019 Jan 28, 2020	SELL	$338.73 - $376.09 $806,177 - $895,094	-2,380 Reduced 19.91%	9,571 $3.59 Million
Q3 2019 Oct 22, 2019	SELL	$334.13 - $362.01 $271,647 - $294,314	-813 Reduced 6.37%	11,951 $4.21 Million
Q2 2019 Jul 30, 2019	SELL	$330.13 - $361.02 $151,859 - $166,069	-460 Reduced 3.48%	12,764 $4.53 Million
Q1 2019 Apr 17, 2019	SELL	$296.63 - $352.26 $8.5 Million - $10.1 Million	-28,649 Reduced 68.42%	13,224 $4.57 Million
Q4 2018 Feb 05, 2019	BUY	$284.96 - $364.55 $11.9 Million - $15.3 Million	41,873 New	41,873 $11.2 Million

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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