Sightline Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Sightline Wealth Advisors, LLC

$181 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 25, 2021	SELL	$468.36 - $506.04 $267,901 - $289,454	-572 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$475.11 - $504.81 $271,762 - $288,751	572 New	572 $281,000

Others Institutions Holding MDY

# of Institutions

1,423

Shares Held

28.7M

Call Options Held

428K

Put Options Held

269K

International Assets Investment Management, LLC Orlando, FL

2.17M
Shares

$1.34 Billion
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.12M
Shares

$1.31 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.3M
Shares

$804 Million
0.17% of portfolio
Morgan Stanley New York, NY

1.21M
Shares

$748 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$702 Million
0.11% of portfolio

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.