Laidlaw Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Laidlaw Wealth Management LLC

$172 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$433.1 - $497.12 $1,732 - $1,988	4 Added 0.78%	518 $237,000
Q4 2022 Feb 14, 2023	BUY	$409.49 - $470.66 $210,477 - $241,919	514 New	514 $227,000
Q2 2022 Aug 12, 2022	SELL	$402.57 - $493.76 $22,946 - $28,144	-57 Reduced 9.24%	560 $232,000
Q1 2022 May 12, 2022	SELL	$459.24 - $521.7 $29,850 - $33,910	-65 Reduced 9.53%	617 $303,000
Q4 2021 Feb 14, 2022	BUY	$485.7 - $531.03 $485 - $531	1 Added 0.15%	682 $353,000
Q3 2021 Nov 12, 2021	BUY	$468.36 - $506.04 $71,659 - $77,424	153 Added 28.98%	681 $327,000
Q2 2021 Aug 13, 2021	BUY	$475.11 - $504.81 $8,551 - $9,086	18 Added 3.53%	528 $259,000
Q1 2021 May 17, 2021	SELL	$413.34 - $489.29 $46,707 - $55,289	-113 Reduced 18.14%	510 $243,000
Q4 2020 Feb 16, 2021	BUY	$343.51 - $421.75 $214,006 - $262,750	623 New	623 $262,000

Others Institutions Holding MDY

# of Institutions

1,385

Shares Held

28M

Call Options Held

181K

Put Options Held

241K

Bank Of America Corp Charlotte, NC

2.39M
Shares

$1.37 Billion
0.11% of portfolio
International Assets Investment Management, LLC Orlando, FL

2.17M
Shares

$1.25 Billion
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.34M
Shares

$767 Million
0.18% of portfolio
Morgan Stanley New York, NY

1.15M
Shares

$658 Million
0.05% of portfolio
Northern Trust Corp Chicago, IL

1.11M
Shares

$638 Million
0.1% 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 Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.