Bridgeworth, 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
Bridgeworth, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$4,663,568
-5.1%
10,213
-0.5%
0.52%
-5.2%
Q2 2023$4,916,389
+4.0%
10,266
-0.4%
0.54%
-8.9%
Q1 2023$4,725,744
+2.9%
10,309
-0.6%
0.60%
-18.5%
Q4 2022$4,591,446
-19.1%
10,369
-26.6%
0.73%
-44.3%
Q3 2022$5,674,000
-14.1%
14,126
-11.6%
1.31%
-15.0%
Q2 2022$6,605,000
-18.2%
15,973
-3.0%
1.54%
-16.9%
Q1 2022$8,077,000
-7.9%
16,468
-2.8%
1.86%
-4.1%
Q4 2021$8,774,000
+9.1%
16,950
+1.4%
1.94%
-14.1%
Q3 2021$8,039,000
-3.4%
16,717
-1.4%
2.26%
-4.8%
Q2 2021$8,325,000
+1.9%
16,956
-1.2%
2.37%
-8.1%
Q1 2021$8,171,000
+11.1%
17,165
-2.0%
2.58%
+5.8%
Q4 2020$7,355,000
+18.1%
17,515
-4.7%
2.44%
+4.3%
Q3 2020$6,227,000
+0.3%
18,378
-4.0%
2.34%
-3.8%
Q2 2020$6,210,000
+10.6%
19,138
-10.4%
2.43%
-5.0%
Q1 2020$5,616,000
+39.7%
21,364
+99.4%
2.56%
+70.3%
Q4 2019$4,021,000
+0.7%
10,713
-5.5%
1.50%
-1.4%
Q3 2019$3,994,000
-9.6%
11,331
-9.1%
1.52%
-9.1%
Q2 2019$4,420,000
-2.6%
12,466
-5.1%
1.68%
-6.8%
Q1 2019$4,540,000
+17.8%
13,142
-6.7%
1.80%
-18.4%
Q4 2018$3,855,000
-25.0%
14,084
-7.0%
2.21%
-22.4%
Q3 2018$5,142,000
-4.2%
15,147
+0.2%
2.84%
+23.0%
Q2 2018$5,367,000
+1.5%
15,119
-4.6%
2.31%
-4.6%
Q1 2018$5,287,000
+768.1%
15,848
+797.4%
2.42%
+355.9%
Q4 2017$609,000
+25.8%
1,766
+19.3%
0.53%
-21.9%
Q3 2017$484,000
-88.7%
1,480
-89.0%
0.68%
-69.0%
Q2 2017$4,284,000
-4.4%
13,504
-7.1%
2.19%
-6.9%
Q1 2017$4,481,000
+0.2%
14,536
-0.4%
2.36%
-4.6%
Q4 2016$4,473,00014,5992.47%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders