Pinnacle Family Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$433.1 - $497.12 $212,652 - $244,085	491 Added 8.43%	6,316 $2.9 Million
Q4 2022 Feb 10, 2023	BUY	$409.49 - $470.66 $1.25 Million - $1.44 Million	3,059 Added 110.59%	5,825 $2.58 Million
Q3 2022 Nov 14, 2022	BUY	$401.58 - $481.07 $1.11 Million - $1.33 Million	2,766 New	2,766 $1.11 Million
Q4 2021 Feb 14, 2022	SELL	$485.7 - $531.03 $1.42 Million - $1.56 Million	-2,931 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$468.36 - $506.04 $553,601 - $598,139	-1,182 Reduced 28.74%	2,931 $1.41 Million
Q2 2021 Aug 16, 2021	BUY	$475.11 - $504.81 $231,853 - $246,347	488 Added 13.46%	4,113 $2.02 Million
Q1 2021 May 14, 2021	BUY	$413.34 - $489.29 $1.5 Million - $1.77 Million	3,625 New	3,625 $1.73 Million
Q1 2017 Sep 08, 2017	SELL	N/A	-19,465 Closed	0 $0
Q4 2016 Aug 30, 2017	BUY	N/A	19,465	19,465 $5.87 Million

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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