Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$507,534
-6.8%
1,111
-2.2%
0.01%
-23.1%
Q2 2023$544,476
-44.1%
1,136
-46.5%
0.01%
-43.5%
Q1 2023$973,402
-5.0%
2,123
-8.3%
0.02%
-11.5%
Q4 2022$1,024,975
+19.5%
2,314
+8.3%
0.03%
+13.0%
Q3 2022$858,000
-5.3%
2,136
-2.6%
0.02%0.0%
Q2 2022$906,000
+11.9%
2,192
+32.8%
0.02%
+27.8%
Q1 2022$810,000
-6.9%
1,650
-1.8%
0.02%
+5.9%
Q4 2021$870,0001,6800.02%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
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