TrinityPoint Wealth, 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 926 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$355,266
-0.2%
778
+4.7%
0.07%
+2.9%
Q2 2023$355,830
+17.4%
743
+12.4%
0.07%
+6.2%
Q1 2023$303,009
-3.1%
661
-6.4%
0.06%
-8.5%
Q4 2022$312,610
+10.1%
7060.0%0.07%
+9.2%
Q3 2022$284,000
-2.7%
7060.0%0.06%0.0%
Q2 2022$292,000
-15.6%
7060.0%0.06%
+3.2%
Q1 2022$346,000
-6.2%
706
-1.0%
0.06%
-4.5%
Q4 2021$369,000
+33.2%
713
+23.8%
0.07%
+24.5%
Q3 2021$277,000
-2.1%
5760.0%0.05%
-8.6%
Q2 2021$283,000
+3.3%
5760.0%0.06%
-9.4%
Q1 2021$274,000
+7.5%
5760.0%0.06%
+4.9%
Q4 2020$255,000
+24.4%
576
-5.0%
0.06%
+7.0%
Q3 2020$205,000
-14.9%
606
-5.6%
0.06%
-29.6%
Q4 2019$241,000
+3.4%
6420.0%0.08%0.0%
Q3 2019$233,0006420.08%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2019
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