Litman Gregory 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 808 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2017. The put-call ratio across all filers is 1.10 and the average weighting 1.0%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2019$56,0000.0%1580.0%0.01%
-6.7%
Q2 2019$56,000
+1.8%
1580.0%0.02%0.0%
Q1 2019$55,000
+14.6%
1580.0%0.02%0.0%
Q4 2018$48,000
-21.3%
158
-5.4%
0.02%
-28.6%
Q3 2018$61,000
+3.4%
1670.0%0.02%
-8.7%
Q2 2018$59,000
-10.6%
167
-13.0%
0.02%
-14.8%
Q1 2018$66,000
+13.8%
192
+15.0%
0.03%
+58.8%
Q4 2017$58,000
+7.4%
1670.0%0.02%
-34.6%
Q3 2017$54,0001670.03%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2017
NameSharesValueWeighting ↓
KLS Professional Advisors Group, LLC 1,169,912$304,832,00056.21%
APERIMUS CAPITAL, LLC 197,058$51,345,00033.39%
Spectrum Management Group, LLC 134,196$34,966,00021.74%
Capstone Financial Advisors, Inc. 105,235$27,420,00019.07%
LBA Wealth Management, LLC 79,236$20,646,00016.83%
SHINE INVESTMENT ADVISORY SERVICES INC 52,782$13,753,000,00015.92%
Sage Advisory Services, Ltd.Co. 425,377$110,836,00013.80%
Leonetti & Associates, LLC 139,846$36,438,00012.51%
Confluence Wealth Management LLC 83,028$21,634,00012.33%
Financial Advisory Group 77,761$20,261,00011.51%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders