TruWealth Advisors, 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
TruWealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,088,784
-4.7%
2,3840.0%0.09%
-4.1%
Q2 2023$1,141,882
+3.1%
2,384
-1.3%
0.10%
-3.0%
Q1 2023$1,107,214
+3.5%
2,4150.0%0.10%
-2.9%
Q4 2022$1,069,338
+10.7%
2,415
+0.4%
0.10%
+2.0%
Q3 2022$966,000
-5.2%
2,406
-2.4%
0.10%
-6.4%
Q2 2022$1,019,000
-14.9%
2,465
+1.0%
0.11%
-12.1%
Q1 2022$1,197,000
-8.2%
2,440
-3.1%
0.12%
-6.1%
Q4 2021$1,304,000
+6.4%
2,518
-1.2%
0.13%
-3.6%
Q3 2021$1,225,000
-3.2%
2,548
-1.1%
0.14%
-7.4%
Q2 2021$1,265,000
-25.8%
2,577
-28.0%
0.15%
-36.2%
Q1 2021$1,705,000
-8.1%
3,581
-19.0%
0.23%
-16.2%
Q4 2020$1,856,0004,4210.28%
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