SteelPeak 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 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
SteelPeak Wealth, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$323,515
+7.7%
706
+13.0%
0.02%
+11.1%
Q2 2023$300,298
+2.1%
625
-2.3%
0.02%
-10.0%
Q1 2023$294,147
-52.5%
640
-54.1%
0.02%
-55.6%
Q4 2022$618,955
+19.5%
1,393
+8.5%
0.04%
+15.4%
Q3 2022$518,000
-1.7%
1,284
+1.0%
0.04%
+2.6%
Q2 2022$527,000
-15.3%
1,271
+0.2%
0.04%
+8.6%
Q1 2022$622,000
+3.0%
1,269
+8.7%
0.04%
+2.9%
Q4 2021$604,000
+19.6%
1,167
+11.1%
0.03%
+3.0%
Q3 2021$505,000
-1.9%
1,0500.0%0.03%
-8.3%
Q2 2021$515,000
+2.8%
1,050
-0.3%
0.04%
-7.7%
Q1 2021$501,000
+19.0%
1,053
+5.1%
0.04%
+2.6%
Q4 2020$421,000
+26.4%
1,002
+2.0%
0.04%
+5.6%
Q3 2020$333,000
-24.5%
982
-27.8%
0.04%
-35.7%
Q2 2020$441,0001,3600.06%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
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