REDW Wealth 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
REDW Wealth LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$358,943
-4.4%
786
+0.3%
0.11%
-0.9%
Q2 2023$375,623
+4.8%
784
+0.3%
0.11%
-1.8%
Q1 2023$358,412
+3.9%
782
+0.4%
0.11%
-4.2%
Q4 2022$344,903
+10.5%
779
+0.3%
0.12%
-0.8%
Q3 2022$312,000
-2.5%
777
+0.3%
0.12%
+2.6%
Q2 2022$320,000
-20.0%
775
-4.9%
0.12%
-1.7%
Q1 2022$400,000
-11.7%
815
-6.8%
0.12%
-9.8%
Q4 2021$453,000
+7.9%
874
+0.1%
0.13%
-1.5%
Q3 2021$420,000
-1.9%
873
+0.2%
0.13%
-0.7%
Q2 2021$428,000
+2.4%
871
-0.8%
0.14%
-3.6%
Q1 2021$418,000
+13.6%
878
+0.2%
0.14%
+2.9%
Q4 2020$368,000
+24.3%
876
+0.2%
0.14%
+9.7%
Q3 2020$296,000
-6.9%
874
-10.7%
0.12%
-21.0%
Q2 2020$318,000
+23.7%
979
+0.3%
0.16%
-2.5%
Q1 2020$257,000
-29.6%
976
+0.2%
0.16%
-20.7%
Q4 2019$365,000
-1.9%
974
-7.6%
0.20%
-7.3%
Q3 2019$372,000
-0.3%
1,054
+0.2%
0.22%
-1.8%
Q2 2019$373,000
+2.8%
1,052
+0.2%
0.22%0.0%
Q1 2019$363,000
+14.5%
1,050
+0.2%
0.22%
+2.3%
Q4 2018$317,000
-8.1%
1,048
+11.7%
0.22%
-4.8%
Q3 2018$345,000
+3.9%
938
+0.2%
0.23%
-3.8%
Q2 2018$332,000
+17.3%
936
+13.2%
0.24%
+12.8%
Q1 2018$283,000
-0.7%
827
+0.2%
0.21%
-4.5%
Q4 2017$285,000
+6.3%
825
+0.4%
0.22%
-0.5%
Q3 2017$268,000
-4.6%
822
-6.9%
0.22%
-19.3%
Q2 2017$281,000
-3.4%
883
-5.4%
0.28%
-7.1%
Q1 2017$291,000
+0.3%
933
-3.1%
0.30%
-9.8%
Q4 2016$290,0009630.33%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
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