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 1,133 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
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 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