AJ WEALTH 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 1,006 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
AJ WEALTH STRATEGIES, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2023$416,991
+4.7%
871
+0.3%
0.02%
-4.8%
Q1 2023$398,101
+107494.9%
868
+3.8%
0.02%
+10.5%
Q4 2022$370
-99.9%
836
-36.2%
0.02%
-38.7%
Q3 2022$527,000
-2.6%
1,311
+0.2%
0.03%
+10.7%
Q2 2022$541,000
-15.6%
1,309
+0.2%
0.03%
-12.5%
Q1 2022$641,000
+158.5%
1,307
+172.9%
0.03%
+166.7%
Q4 2021$248,000
+7.8%
4790.0%0.01%0.0%
Q3 2021$230,0004790.01%
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