West Financial Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$563.99 - $620.12 $27,635 - $30,385	49 New	49 $27,000
Q4 2021 Jan 19, 2022	BUY	$485.7 - $531.03 $18,456 - $20,179	38 New	38 $20,000

Others Institutions Holding MDY

# of Institutions

1,530

Shares Held

30.5M

Call Options Held

723K

Put Options Held

407K

Bank Of America Corp Charlotte, NC

2.08M
Shares

$1.11 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$731 Million
0.18% of portfolio
Gamma Investing LLC Foster City, CA

1.23M
Shares

$655 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.13M
Shares

$601 Million
0.05% of portfolio
Northern Trust Corp Chicago, IL

1.11M
Shares

$594 Million
0.09% of portfolio

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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