BerganKDV 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 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2023$212,637
+4.5%
4440.0%0.02%0.0%
Q1 2023$203,535
+3.5%
4440.0%0.02%0.0%
Q4 2022$196,599
+10.4%
4440.0%0.02%0.0%
Q3 2022$178,000
-3.3%
4440.0%0.02%0.0%
Q2 2022$184,000
-15.6%
4440.0%0.02%
-8.7%
Q1 2022$218,000
-44.8%
444
-41.8%
0.02%
-43.9%
Q4 2021$395,000
+7.6%
7630.0%0.04%
-2.4%
Q3 2021$367,000
+68.3%
763
+71.8%
0.04%
+61.5%
Q2 2021$218,000
+3.3%
4440.0%0.03%
-3.7%
Q1 2021$211,000
+13.4%
4440.0%0.03%
+3.8%
Q4 2020$186,000
+24.0%
4440.0%0.03%
+8.3%
Q3 2020$150,000
+4.2%
4440.0%0.02%
-4.0%
Q2 2020$144,000
+23.1%
4440.0%0.02%
+4.2%
Q1 2020$117,000
-29.9%
4440.0%0.02%
-20.0%
Q4 2019$167,000
+7.1%
4440.0%0.03%
-3.2%
Q3 2019$156,000
-0.6%
4440.0%0.03%0.0%
Q2 2019$157,0000.0%444
-2.2%
0.03%
-3.1%
Q1 2019$157,000
+14.6%
4540.0%0.03%0.0%
Q4 2018$137,000
-16.0%
454
+2.3%
0.03%
-8.6%
Q3 2018$163,000
+3.2%
4440.0%0.04%0.0%
Q2 2018$158,0004440.04%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders