OXFORD FINANCIAL GROUP, LTD. 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 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,515,588
-15.7%
3,319
-11.6%
0.13%
-23.4%
Q2 2023$1,797,828
+16.1%
3,754
+11.1%
0.17%
-1.7%
Q1 2023$1,548,509
+3.5%
3,3780.0%0.17%0.0%
Q4 2022$1,495,745
+10.2%
3,3780.0%0.17%
-14.7%
Q3 2022$1,357,000
-2.9%
3,3780.0%0.20%
-1.0%
Q2 2022$1,397,000
-15.7%
3,3780.0%0.21%
-1.9%
Q1 2022$1,657,000
-7.8%
3,378
-2.7%
0.21%
+4.0%
Q4 2021$1,798,000
+7.7%
3,4730.0%0.20%
-5.2%
Q3 2021$1,670,000
-5.7%
3,473
-3.7%
0.21%
-10.1%
Q2 2021$1,771,000
+28.0%
3,607
+24.1%
0.24%
+23.4%
Q1 2021$1,384,000
+13.3%
2,9070.0%0.19%
+8.5%
Q4 2020$1,221,000
+24.0%
2,9070.0%0.18%
+11.3%
Q3 2020$985,000
+1.9%
2,907
-2.4%
0.16%
-3.0%
Q2 2020$967,000
+23.5%
2,9790.0%0.16%
+5.1%
Q1 2020$783,000
-30.6%
2,979
-0.9%
0.16%
-50.2%
Q4 2019$1,128,000
+7.4%
3,006
+0.9%
0.31%
-5.7%
Q3 2019$1,050,000
+14.5%
2,979
+15.2%
0.33%
+10.3%
Q2 2019$917,000
+2.6%
2,5870.0%0.30%
-5.9%
Q1 2019$894,000
+14.2%
2,5870.0%0.32%
+25.0%
Q4 2018$783,000
-17.7%
2,5870.0%0.26%
-42.2%
Q3 2018$951,000
+3.6%
2,5870.0%0.44%
-6.1%
Q2 2018$918,000
+3.8%
2,5870.0%0.47%
-6.7%
Q1 2018$884,000
-1.1%
2,5870.0%0.51%
-17.3%
Q4 2017$894,000
+5.9%
2,5870.0%0.61%
+5.9%
Q3 2017$844,000
+2.7%
2,5870.0%0.58%
-8.4%
Q2 2017$822,000
+1.7%
2,5870.0%0.63%
-10.2%
Q1 2017$808,000
+3.5%
2,5870.0%0.70%
-2.4%
Q4 2016$781,0002,5870.72%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2021
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