Montz Harcus 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
Montz Harcus Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$6,458,484
+0.1%
14,143
+5.0%
5.52%
+3.3%
Q2 2023$6,452,647
+7.9%
13,474
+3.3%
5.34%
-3.4%
Q1 2023$5,978,075
+2.9%
13,041
-0.6%
5.52%
-4.1%
Q4 2022$5,810,427
+8.6%
13,122
-1.5%
5.76%
-2.2%
Q3 2022$5,349,000
-2.2%
13,317
+0.7%
5.89%
+2.2%
Q2 2022$5,470,000
-14.7%
13,229
+1.2%
5.76%
+0.2%
Q1 2022$6,412,000
-3.0%
13,073
+2.4%
5.75%
-0.6%
Q4 2021$6,608,00012,7655.79%
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