Avantax Planning Partners, Inc. - 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
Avantax Planning Partners, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,378,596
-3.6%
3,019
+1.1%
0.06%
+1.8%
Q2 2023$1,429,546
+3.7%
2,985
-0.8%
0.06%
+1.8%
Q1 2023$1,378,897
+2.0%
3,008
-1.4%
0.06%
+3.7%
Q4 2022$1,351,395
-16.0%
3,052
-23.8%
0.05%
-25.0%
Q3 2022$1,608,000
-2.1%
4,003
+0.8%
0.07%
+2.9%
Q2 2022$1,642,000
-15.7%
3,9700.0%0.07%
-9.1%
Q1 2022$1,947,000
-50.5%
3,970
-47.7%
0.08%
-52.5%
Q4 2021$3,933,000
+1017.3%
7,597
+939.3%
0.16%
+912.5%
Q3 2021$352,000
-1.9%
7310.0%0.02%
-5.9%
Q2 2021$359,000
+2.9%
731
-0.3%
0.02%
-5.6%
Q1 2021$349,000
-4.9%
733
-26.6%
0.02%
-37.9%
Q3 2018$367,000
+439.7%
998
+404.0%
0.03%
+383.3%
Q1 2018$68,000
-88.5%
198
-88.4%
0.01%
-88.9%
Q4 2017$590,000
+5.2%
1,708
-0.7%
0.05%
+22.7%
Q3 2017$561,000
+17.4%
1,720
+14.4%
0.04%
+10.0%
Q2 2017$478,000
+1.1%
1,504
-0.6%
0.04%
-4.8%
Q1 2017$473,000
-1.5%
1,513
-4.9%
0.04%
-17.6%
Q4 2016$480,0001,5910.05%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders