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 1,133 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
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 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