CCG 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
CCG WEALTH MANAGEMENT, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$656,192
-4.7%
1,4370.0%0.43%
-0.5%
Q2 2023$688,194
+18.0%
1,437
+13.0%
0.43%
+11.9%
Q1 2023$583,098
+3.5%
1,2720.0%0.39%
+23.3%
Q4 2022$563,229
+10.2%
1,2720.0%0.31%
+0.3%
Q3 2022$511,000
-13.2%
1,272
-10.7%
0.31%
-6.0%
Q2 2022$589,000
-20.2%
1,425
-5.3%
0.33%
-8.3%
Q1 2022$738,000
-5.3%
1,5050.0%0.36%
-10.8%
Q4 2021$779,000
+7.6%
1,5050.0%0.41%
-3.1%
Q3 2021$724,000
-2.0%
1,5050.0%0.42%
-27.0%
Q2 2021$739,000
+3.2%
1,5050.0%0.57%
-18.6%
Q1 2021$716,000
+5.4%
1,505
-6.9%
0.70%
-1.5%
Q4 2020$679,000
+11.7%
1,617
-9.9%
0.72%
+25.6%
Q3 2020$608,000
+4.5%
1,7940.0%0.57%
+5.0%
Q2 2020$582,000
+23.3%
1,7940.0%0.54%
+19.9%
Q1 2020$472,000
-29.9%
1,7940.0%0.45%
+6.3%
Q4 2019$673,000
+6.5%
1,7940.0%0.43%
-1.2%
Q3 2019$632,000
-0.6%
1,7940.0%0.43%
-5.1%
Q2 2019$636,000
+4.6%
1,794
+1.9%
0.45%
-7.0%
Q1 2019$608,000
+14.1%
1,7610.0%0.49%
-6.0%
Q4 2018$533,0001,7610.52%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 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