National Wealth Management Group, 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
National Wealth Management Group, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$721,491
+71.7%
1,580
+83.1%
0.78%
+79.6%
Q2 2023$420,169
-22.3%
863
-29.1%
0.44%
-29.3%
Q1 2023$540,823
+18.1%
1,217
+17.7%
0.62%
+12.6%
Q4 2022$457,845
+12.9%
1,034
+2.4%
0.55%
+4.2%
Q3 2022$405,6771,0100.53%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 5,333$2,564,00064.29%
LCM Capital Management Inc 36,994$17,790,00015.04%
Resource Management, LLC 268,997$129,355,00014.77%
Conservest Capital Advisors, Inc. 228,700$109,977,00012.39%
Oldfather Financial Services, LLC 41,759$22,096,00011.35%
WADDELL & ASSOCIATES, LLC 127,195$61,166,00010.42%
Tiller Private Wealth, Inc. 23,219$11,165,0008.42%
Arvest Bank Trust Division 301,385$144,930,0008.13%
Veritable, L.P. 1,025,849$493,310,0007.94%
Corsicana & Co. 25,923$12,466,0007.94%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders