SOUNDMARK 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
SOUNDMARK WEALTH MANAGEMENT, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$210,408
-4.4%
461
+0.4%
0.12%
-4.9%
Q2 2023$219,996
+4.7%
459
+0.2%
0.12%
-2.4%
Q1 2023$210,030
+3.9%
458
+0.2%
0.13%
-3.1%
Q4 2022$202,178
-8.9%
457
+1.1%
0.13%
-16.7%
Q1 2022$222,000
-4.7%
452
+0.2%
0.16%
-1.9%
Q4 2021$233,000
-12.7%
451
-18.7%
0.16%
+65.6%
Q3 2021$267,000
-1.8%
555
+0.4%
0.10%
-14.3%
Q2 2021$272,000
+3.4%
5530.0%0.11%
-22.2%
Q1 2021$263,000
+13.9%
553
+0.4%
0.14%
-2.0%
Q4 2020$231,0005510.15%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
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