Measured Wealth Private Client Group, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

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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%.

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Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$222,840
-4.7%
4880.0%0.09%
+1.1%
Q2 2023$233,708
+1.2%
488
-3.2%
0.09%0.0%
Q1 2023$231,039
+3.5%
5040.0%0.09%
-3.3%
Q4 2022$223,166
+2.4%
504
-7.0%
0.09%
-4.2%
Q3 2022$218,000
-2.7%
5420.0%0.10%
-3.0%
Q2 2022$224,000
-40.6%
542
-29.4%
0.10%
-28.8%
Q1 2022$377,000
-33.7%
768
-30.1%
0.14%
-30.8%
Q4 2021$569,000
-32.9%
1,099
-37.7%
0.20%
-38.3%
Q3 2021$848,000
-53.6%
1,763
-52.6%
0.33%
-44.0%
Q2 2021$1,828,000
-6.1%
3,722
-9.0%
0.58%
-15.7%
Q1 2021$1,946,000
+9.9%
4,088
-3.1%
0.69%
-6.5%
Q4 2020$1,771,000
+48.8%
4,218
+20.1%
0.74%
+28.1%
Q3 2020$1,190,000
+15.8%
3,511
+10.8%
0.58%
-4.0%
Q2 2020$1,028,000
+52.7%
3,168
+23.8%
0.60%
+14.5%
Q1 2020$673,000
-14.0%
2,560
+22.7%
0.52%
+0.4%
Q4 2019$783,000
+605.4%
2,086
+593.0%
0.52%
+679.1%
Q3 2018$111,000–301–0.07%–
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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