Sound Income Strategies, 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
Sound Income Strategies, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2023$19,156
-40.3%
40
-42.9%
0.00%
-33.3%
Q1 2023$32,089
+3.5%
700.0%0.00%
-25.0%
Q4 2022$30,995
+10.7%
700.0%0.00%0.0%
Q3 2022$28,000
-3.4%
700.0%0.00%0.0%
Q2 2022$29,000
+163.6%
70
+218.2%
0.00%
+100.0%
Q2 2021$11,000
-99.9%
220.0%0.00%0.0%
Q1 2021$10,473,000
+87175.0%
22
-21.4%
0.00%
-33.3%
Q4 2020$12,000
+33.3%
280.0%0.00%
+50.0%
Q3 2020$9,0000.0%280.0%0.00%
-33.3%
Q2 2020$9,000
+28.6%
280.0%0.00%
+50.0%
Q1 2020$7,000
-22.2%
28
+12.0%
0.00%0.0%
Q4 2019$9,0000.0%250.0%0.00%
-33.3%
Q3 2019$9,0000.0%250.0%0.00%0.0%
Q2 2019$9,000
-88.5%
25
-88.9%
0.00%
-91.7%
Q1 2019$78,000
+1014.3%
226
+882.6%
0.04%
+800.0%
Q4 2018$7,000
-94.6%
23
-93.4%
0.00%
-93.7%
Q3 2018$129,000
+1512.5%
350
+1421.7%
0.06%
+1160.0%
Q2 2018$8,0000.0%23
+4.5%
0.01%0.0%
Q1 2018$8,000
+14.3%
220.0%0.01%0.0%
Q4 2017$7,000220.01%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders