Heritage Wealth Partners, 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
Heritage Wealth Partners, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$240,220
-4.6%
5260.0%0.51%
+245.9%
Q2 2023$251,891
+10.9%
526
+6.0%
0.15%
-17.8%
Q1 2023$227,229
-7.6%
496
-7.5%
0.18%
-20.4%
Q4 2022$246,0005360.23%
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