Prosperity Planning, Inc. - 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
Prosperity Planning, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$855,743
-4.9%
1,874
-0.2%
0.36%
-3.5%
Q2 2023$899,393
+4.4%
1,878
-0.1%
0.37%
-1.1%
Q1 2023$861,352
+3.3%
1,879
-1.6%
0.38%
-9.0%
Q4 2022$834,216
+8.8%
1,9090.0%0.41%
+2.7%
Q3 2022$767,000
-2.8%
1,909
-2.1%
0.40%
-0.5%
Q2 2022$789,000
-16.3%
1,9490.0%0.40%
-12.8%
Q1 2022$943,000
-6.5%
1,9490.0%0.46%
-9.6%
Q4 2021$1,009,000
+7.5%
1,949
-0.2%
0.51%
-0.2%
Q3 2021$939,000
-3.0%
1,952
-1.0%
0.51%
-14.7%
Q2 2021$968,000
+0.2%
1,971
-2.9%
0.60%
-12.5%
Q1 2021$966,000
+6.6%
2,030
-5.9%
0.69%
-10.7%
Q4 2020$906,0002,1580.77%
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