KCS Wealth Advisory - 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
KCS Wealth Advisory ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2023$412,342
-99.8%
861
+65.9%
0.14%
+12.6%
Q3 2019$182,967,000
+91383.5%
519
-10.2%
0.13%
-27.0%
Q1 2019$200,000
-17.0%
578
-12.0%
0.17%
-22.3%
Q3 2018$241,000
-36.1%
657
-38.1%
0.22%
-36.2%
Q2 2018$377,000
-36.5%
1,062
-38.9%
0.35%
-35.0%
Q1 2018$594,000
+6.8%
1,739
+8.0%
0.54%
+0.4%
Q4 2017$556,0001,6100.54%
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