Altium Wealth Management 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 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2022$495,000
-15.7%
1,1960.0%0.04%
-5.3%
Q1 2022$587,000
-5.2%
1,1960.0%0.04%
-5.0%
Q4 2021$619,000
+7.7%
1,1960.0%0.04%
-2.4%
Q3 2021$575,000
-2.0%
1,1960.0%0.04%
-4.7%
Q2 2021$587,000
+3.2%
1,1960.0%0.04%
-6.5%
Q1 2021$569,000
+13.3%
1,1960.0%0.05%
+4.5%
Q4 2020$502,000
+24.0%
1,1960.0%0.04%
+4.8%
Q3 2020$405,000
-9.2%
1,196
-13.0%
0.04%
-16.0%
Q2 2020$446,000
+23.5%
1,3740.0%0.05%
+2.0%
Q1 2020$361,000
-31.8%
1,374
-2.4%
0.05%
-22.2%
Q4 2019$529,000
+6.7%
1,4080.0%0.06%
-6.0%
Q3 2019$496,000
-0.6%
1,4080.0%0.07%
-6.9%
Q2 2019$499,000
+2.7%
1,4080.0%0.07%
-7.7%
Q1 2019$486,000
-60.8%
1,408
-65.7%
0.08%
-67.1%
Q4 2018$1,241,000
-26.6%
4,099
-10.9%
0.24%
-26.9%
Q3 2018$1,690,000
+3.5%
4,5990.0%0.32%
-25.7%
Q2 2018$1,633,000
+20.3%
4,599
+15.9%
0.44%
-18.4%
Q1 2018$1,357,000
-1.4%
3,9690.0%0.53%
-15.1%
Q4 2017$1,376,0003,9690.63%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2022
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