EVERMAY 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 571 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2015. The put-call ratio across all filers is 1.01 and the average weighting 1.1%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$114,549
-4.6%
2500.0%0.02%0.0%
Q2 2023$120,106
+4.5%
2500.0%0.02%0.0%
Q1 2023$114,901
+3.4%
2500.0%0.02%0.0%
Q4 2022$111,114
+10.0%
2500.0%0.02%
+15.0%
Q3 2022$101,000
-2.9%
2500.0%0.02%0.0%
Q2 2022$104,000
-15.4%
2500.0%0.02%
-4.8%
Q1 2022$123,000
-4.7%
2500.0%0.02%
-8.7%
Q4 2021$129,000
+7.5%
2500.0%0.02%0.0%
Q3 2021$120,000
-2.4%
2500.0%0.02%0.0%
Q2 2021$123,000
-72.6%
250
-80.4%
0.02%
-81.1%
Q3 2019$449,000
-0.7%
1,2740.0%0.12%
-3.2%
Q2 2019$452,000
+2.7%
1,2740.0%0.13%
+1.6%
Q1 2019$440,000
+14.0%
1,2740.0%0.12%
-0.8%
Q4 2018$386,000
-17.5%
1,2740.0%0.12%
-14.4%
Q3 2018$468,000
+3.5%
1,2740.0%0.15%
-3.3%
Q2 2018$452,000
+3.9%
1,2740.0%0.15%
+0.7%
Q1 2018$435,000
-1.1%
1,2740.0%0.15%
-6.8%
Q4 2017$440,000
+5.8%
1,2740.0%0.16%
-11.0%
Q3 2017$416,000
+2.7%
1,2740.0%0.18%
+0.6%
Q2 2017$405,000
+1.8%
1,2740.0%0.18%
+1.1%
Q1 2017$398,000
+3.1%
1,274
-0.4%
0.18%
-5.8%
Q4 2016$386,000
+6.9%
1,2790.0%0.19%
+3.8%
Q3 2016$361,000
+3.7%
1,2790.0%0.18%0.0%
Q2 2016$348,000
+3.6%
1,2790.0%0.18%
-3.2%
Q1 2016$336,000
+3.4%
1,2790.0%0.19%
-1.6%
Q4 2015$325,000
+2.2%
1,2790.0%0.19%0.0%
Q3 2015$318,000
-8.9%
1,2790.0%0.19%
-8.2%
Q2 2015$349,000
-1.7%
1,2790.0%0.21%
-1.0%
Q1 2015$355,000
+5.0%
1,2790.0%0.21%
-4.1%
Q4 2014$338,000
+6.0%
1,2790.0%0.22%
-20.1%
Q3 2014$319,000
-4.2%
1,2790.0%0.27%
-4.9%
Q2 2014$333,000
+4.1%
1,2790.0%0.29%
-15.5%
Q1 2014$320,0001,2790.34%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2015
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders