Schrum Private 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Schrum Private Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$592,920
-4.7%
1,2980.0%0.68%
+0.4%
Q2 2023$621,836
+4.5%
1,2980.0%0.67%
-2.0%
Q1 2023$595,219
+3.5%
1,2980.0%0.69%
+0.9%
Q4 2022$574,937
-18.3%
1,298
-25.9%
0.68%
-23.3%
Q3 2022$704,000
-2.8%
1,7520.0%0.89%
+8.6%
Q2 2022$724,000
-15.3%
1,7520.0%0.82%
-4.7%
Q1 2022$855,000
-5.7%
1,7520.0%0.86%
+3.9%
Q4 2021$907,0001,7520.83%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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