Avalon Investment & Advisory - 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q1 2023$3,481,375
+113484.8%
7,594
+9.7%
0.10%
+9.2%
Q4 2022$3,065
-99.9%
6,923
-1.0%
0.09%0.0%
Q3 2022$2,810,000
-4.8%
6,995
-2.0%
0.09%
+4.8%
Q2 2022$2,951,000
-14.1%
7,138
+2.0%
0.08%0.0%
Q1 2022$3,434,000
+47.6%
7,001
+55.8%
0.08%
+45.6%
Q4 2021$2,327,000
-16.3%
4,494
-22.3%
0.06%
-10.9%
Q3 2021$2,781,000
+8.8%
5,783
+11.1%
0.06%
+12.3%
Q2 2021$2,556,000
+14.7%
5,206
+11.2%
0.06%
+11.8%
Q1 2021$2,228,000
+21.4%
4,680
+7.1%
0.05%
+37.8%
Q4 2020$1,835,000
+23.9%
4,369
-0.1%
0.04%
+12.1%
Q3 2020$1,481,000
+2.7%
4,372
-1.6%
0.03%0.0%
Q2 2020$1,442,000
-1.4%
4,445
-20.1%
0.03%
-10.8%
Q1 2020$1,463,000
-21.8%
5,564
+11.7%
0.04%
-2.6%
Q4 2019$1,871,000
+8.2%
4,983
+1.6%
0.04%0.0%
Q3 2019$1,729,000
+2.9%
4,906
+3.5%
0.04%
+2.7%
Q2 2019$1,681,000
+1.3%
4,742
-1.3%
0.04%
-2.6%
Q1 2019$1,660,000
-16.8%
4,805
-27.1%
0.04%
-26.9%
Q4 2018$1,996,000
-13.3%
6,594
+5.2%
0.05%
-20.0%
Q3 2018$2,303,000
+10.3%
6,268
+6.6%
0.06%
+4.8%
Q2 2018$2,088,000
+4.5%
5,882
+0.6%
0.06%0.0%
Q1 2018$1,998,000
-20.9%
5,848
-26.4%
0.06%
-26.2%
Q2 2017$2,525,000
+7.8%
7,950
+6.0%
0.08%
+5.0%
Q1 2017$2,343,000
+13.6%
7,501
+9.7%
0.08%
+8.1%
Q4 2016$2,063,000
+0.6%
6,837
-5.9%
0.07%
-3.9%
Q3 2016$2,050,000
+3.9%
7,263
+0.2%
0.08%
+1.3%
Q2 2016$1,974,000
-60.4%
7,250
-60.2%
0.08%
-64.5%
Q2 2015$4,981,000
+274.2%
18,231
+279.8%
0.21%
+269.0%
Q1 2015$1,331,0004,8000.06%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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