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 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

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 Q3 2019
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