Southland Equity Partners LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Southland Equity Partners LLC

$411 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Jan 02, 2024	BUY	$450.89 - $498.33 $450 - $498	1 Added 0.18%	551 $252 Million
Q2 2023 Jan 02, 2024	SELL	$439.95 - $478.91 $24,197 - $26,340	-55 Reduced 9.09%	550 $263 Million
Q1 2023 Jan 02, 2024	BUY	$433.1 - $497.12 $7,362 - $8,451	17 Added 2.89%	605 $277 Million
Q4 2022 Jan 02, 2024	SELL	$409.49 - $470.66 $6,551 - $7,530	-16 Reduced 2.65%	588 $260 Million
Q3 2022 Jan 02, 2024	BUY	$401.58 - $481.07 $15,661 - $18,761	39 Added 6.9%	604 $243 Million
Q4 2021 Jan 02, 2024	BUY	$485.7 - $531.03 $3,399 - $3,717	7 Added 1.25%	565 $292 Million
Q1 2021 Jan 02, 2024	BUY	$413.34 - $489.29 $12,400 - $14,678	30 Added 5.68%	558 $266 Million
Q4 2020 Jan 02, 2024	BUY	$343.51 - $421.75 $181,373 - $222,684	528 New	528 $222 Million

Others Institutions Holding MDY

# of Institutions

1,421

Shares Held

28.7M

Call Options Held

428K

Put Options Held

269K

International Assets Investment Management, LLC Orlando, FL

2.17M
Shares

$1.29 Billion
0.01% of portfolio
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

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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