Golden State 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 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q1 2022$472,000
-22.4%
963
-18.0%
0.09%
-11.4%
Q4 2021$608,000
+7.6%
1,1750.0%0.10%
-14.6%
Q3 2021$565,000
-16.3%
1,175
-14.5%
0.12%
-17.4%
Q2 2021$675,000
+192.2%
1,375
+182.3%
0.15%
+96.1%
Q1 2021$231,000
+0.4%
487
-11.1%
0.08%
+13.4%
Q4 2020$230,000
-68.4%
548
-74.5%
0.07%
-72.4%
Q3 2020$728,000
+34.6%
2,149
+4.5%
0.24%
+1.7%
Q1 2020$541,000
-23.4%
2,057
+2.7%
0.24%
+2.6%
Q3 2019$706,000
-13.1%
2,003
-12.5%
0.23%
-9.7%
Q2 2019$812,000
-9.7%
2,290
-12.1%
0.26%
-14.0%
Q1 2019$899,0002,6040.30%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders