Carlton Hofferkamp & Jenks Wealth Management, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,824,682
-6.7%
6,588
+6.6%
1.32%
-1.4%
Q2 2023$3,028,776
+10.3%
6,183
+0.7%
1.33%
+6.5%
Q1 2023$2,746,021
-10.7%
6,138
-4.6%
1.25%
-7.3%
Q4 2022$3,074,673
+11.4%
6,437
-1.7%
1.35%
+3.6%
Q3 2022$2,760,000
-0.0%
6,546
+0.4%
1.30%
+2.8%
Q2 2022$2,761,000
-13.1%
6,522
-2.1%
1.27%
-2.7%
Q1 2022$3,178,000
-0.3%
6,661
-1.2%
1.30%
-3.1%
Q4 2021$3,189,000
-10.7%
6,745
+0.0%
1.34%
-6.4%
Q3 2021$3,573,000
+11.2%
6,743
-0.0%
1.44%
+3.8%
Q2 2021$3,214,000
-4.2%
6,744
+1.2%
1.38%
-7.2%
Q1 2021$3,354,000
+15.7%
6,664
+2.3%
1.49%
+4.6%
Q4 2020$2,900,000
+16.4%
6,513
+0.5%
1.43%
+9.3%
Q3 2020$2,491,000
+8.7%
6,483
-2.6%
1.30%
-0.2%
Q2 2020$2,292,000
+9.8%
6,659
-1.3%
1.31%
+2.0%
Q1 2020$2,088,000
-16.4%
6,747
+0.2%
1.28%
-8.8%
Q4 2019$2,497,000
-15.4%
6,735
-21.7%
1.41%
-22.6%
Q3 2019$2,952,000
-2.4%
8,602
+0.3%
1.82%
-0.5%
Q2 2019$3,025,000
+4.0%
8,577
+1.8%
1.83%
+0.2%
Q1 2019$2,910,000
+66.4%
8,426
+45.8%
1.82%
+45.8%
Q4 2018$1,749,000
-17.8%
5,781
-0.2%
1.25%
-4.2%
Q3 2018$2,127,000
+3.9%
5,791
+1.0%
1.30%
-1.0%
Q2 2018$2,048,000
+9.2%
5,736
+3.1%
1.32%
+4.6%
Q1 2018$1,876,000
-1.9%
5,566
+0.5%
1.26%
+5.2%
Q4 2017$1,912,000
+7.1%
5,536
+1.2%
1.20%
+5.1%
Q3 2017$1,785,000
+9.2%
5,471
+6.3%
1.14%
+2.7%
Q2 2017$1,635,000
+10.2%
5,149
+8.5%
1.11%
+7.4%
Q1 2017$1,483,000
+24.9%
4,747
+20.6%
1.03%
+19.7%
Q4 2016$1,187,000
+24.0%
3,937
+16.1%
0.86%
+15.5%
Q3 2016$957,000
+99.0%
3,392
+92.0%
0.75%
+97.4%
Q2 2016$481,000
+22.4%
1,767
+18.0%
0.38%
+18.1%
Q1 2016$393,0001,4970.32%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders