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 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
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 Q3 2021
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders