Orgel 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$569,431
-14.5%
1,247
-10.4%
0.02%
-13.6%
Q2 2023$666,164
-2.1%
1,391
-6.3%
0.02%
-8.3%
Q1 2023$680,281
+3.5%
1,484
-0.1%
0.02%
-4.0%
Q4 2022$657,543
+0.5%
1,485
-8.8%
0.02%
-21.9%
Q3 2022$654,000
-2.1%
1,628
+0.8%
0.03%
-15.8%
Q2 2022$668,000
-15.7%
1,6150.0%0.04%
-29.6%
Q1 2022$792,000
-5.3%
1,6150.0%0.05%
-33.3%
Q4 2021$836,000
+7.2%
1,615
-0.5%
0.08%
-9.0%
Q3 2021$780,000
-2.1%
1,6230.0%0.09%
-11.0%
Q2 2021$797,000
+3.1%
1,6230.0%0.10%
-8.3%
Q1 2021$773,000
+13.3%
1,6230.0%0.11%
-22.1%
Q4 2020$682,000
+24.0%
1,6230.0%0.14%
-8.5%
Q3 2020$550,000
+4.4%
1,6230.0%0.15%
-23.1%
Q2 2020$527,000
+23.4%
1,6230.0%0.20%
+17.8%
Q1 2020$427,000
-29.9%
1,6230.0%0.17%
+1.2%
Q4 2019$609,000
+6.5%
1,6230.0%0.17%
-22.3%
Q3 2019$572,000
+2.5%
1,623
+3.2%
0.22%
-1.4%
Q2 2019$558,000
-14.3%
1,573
-16.5%
0.22%
-0.9%
Q1 2019$651,000
+14.2%
1,8840.0%0.22%
+27.9%
Q4 2018$570,000
-17.6%
1,8840.0%0.17%
-43.2%
Q3 2018$692,000
+3.4%
1,8840.0%0.30%
+83.6%
Q2 2018$669,000
-13.1%
1,884
-16.4%
0.16%
-13.6%
Q1 2018$770,000
-1.2%
2,2540.0%0.19%
+1.1%
Q4 2017$779,000
+26.7%
2,254
+19.6%
0.19%
-12.1%
Q3 2017$615,0001,8840.22%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders