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

Flagship Wealth Advisors, LLC

$303 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$563.99 - $620.12 $49,067 - $53,950	87 New	87 $49.6 Million

Others Institutions Holding MDY

# of Institutions

1,557

Shares Held

28.6M

Call Options Held

620K

Put Options Held

497K

Bank Of America Corp Charlotte, NC

2.06M
Shares

$1.21 Billion
0.09% of portfolio
Morgan Stanley New York, NY

1.78M
Shares

$1.04 Billion
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

1.26M
Shares

$736 Million
0.15% of portfolio
Northern Trust Corp Chicago, IL

1.09M
Shares

$638 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

1.06M
Shares

$620 Million
0.08% 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 Flagship Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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