TriaGen 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$273,984
-4.7%
6000.0%0.14%
+6.9%
Q2 2023$287,346
+4.5%
6000.0%0.13%
-5.1%
Q1 2023$275,046
+3.5%
6000.0%0.14%
-6.8%
Q4 2022$265,674
+10.2%
6000.0%0.15%
+11.3%
Q3 2022$241,000
-2.8%
6000.0%0.13%
-24.4%
Q2 2022$248,000
-15.6%
6000.0%0.18%
+15.0%
Q1 2022$294,000
-5.5%
6000.0%0.15%
-0.6%
Q4 2021$311,000
+7.6%
6000.0%0.15%
-1.9%
Q3 2021$289,000
-2.0%
6000.0%0.16%
+3.3%
Q2 2021$295,000
+3.1%
6000.0%0.15%
-7.3%
Q1 2021$286,000
+13.5%
6000.0%0.16%
+10.8%
Q4 2020$252,0006000.15%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders