Surevest, LLC Spdr S&P Midcap 400 ETF Trust Put Options Transaction History

Surevest, LLC

$368 Million
Q3 2022

Put Options

2 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$220.85 - $384.02 $309,190 - $537,628	-1,400 Closed	0 $0
Q1 2019 Apr 09, 2019	BUY	$296.63 - $352.26 $415,282 - $493,164	1,400 New	1,400 $6,000

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

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