Newport Wealth Strategies, Inc. - 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
Newport Wealth Strategies, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2021$369,000
-2.1%
7670.0%0.22%
+2.3%
Q2 2021$377,000
+3.3%
7670.0%0.22%
-4.0%
Q1 2021$365,000
+40.4%
7670.0%0.23%
+16.4%
Q4 2020$260,000
-1.1%
7670.0%0.20%
-0.5%
Q3 2020$263,000
+5.6%
7670.0%0.20%
-13.7%
Q2 2020$249,000
+13.7%
7670.0%0.23%
+10.2%
Q1 2020$219,000
-23.4%
7670.0%0.21%
-1.0%
Q4 2019$286,000
+5.9%
7670.0%0.21%
-15.4%
Q3 2019$270,000
-0.4%
7670.0%0.25%
-1.2%
Q2 2019$271,000
+0.7%
7670.0%0.25%
-8.1%
Q1 2019$269,000
+11.2%
7670.0%0.27%
-18.4%
Q4 2018$242,000
-5.1%
7670.0%0.33%
+2.2%
Q3 2018$255,000
-6.2%
7670.0%0.32%
+3.2%
Q2 2018$272,000
+3.8%
7670.0%0.32%
+53.7%
Q1 2018$262,000
-3.7%
7670.0%0.20%
+5.1%
Q4 2017$272,0007670.20%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
KLS Professional Advisors Group, LLC 1,169,912$304,832,00056.21%
APERIMUS CAPITAL, LLC 197,058$51,345,00033.39%
Spectrum Management Group, LLC 134,196$34,966,00021.74%
Capstone Financial Advisors, Inc. 105,235$27,420,00019.07%
LBA Wealth Management, LLC 79,236$20,646,00016.83%
SHINE INVESTMENT ADVISORY SERVICES INC 52,782$13,753,000,00015.92%
Sage Advisory Services, Ltd.Co. 425,377$110,836,00013.80%
Leonetti & Associates, LLC 139,846$36,438,00012.51%
Confluence Wealth Management LLC 83,028$21,634,00012.33%
Financial Advisory Group 77,761$20,261,00011.51%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders