Fortress Wealth Group, 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Fortress Wealth Group, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$568,818
-10.1%
1,2830.0%0.38%
-5.2%
Q2 2023$632,998
+7.6%
1,2830.0%0.40%
-5.9%
Q1 2023$588,060
+0.9%
1,283
-2.5%
0.42%
+4.4%
Q4 2022$582,681
-0.6%
1,316
-9.9%
0.41%
-7.5%
Q3 2022$586,000
-5.6%
1,460
-2.8%
0.44%
-17.8%
Q2 2022$621,000
-13.6%
1,502
+2.4%
0.54%
-3.8%
Q1 2022$719,000
-1.1%
1,4670.0%0.56%
+2.8%
Q4 2021$727,000
+3.4%
1,467
+0.4%
0.54%
-11.0%
Q3 2021$703,000
-1.8%
1,461
+0.1%
0.61%
-5.0%
Q2 2021$716,0001,4590.64%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2022
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