WBH ADVISORY 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 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$385,160
-4.6%
8430.0%0.05%
-2.1%
Q2 2023$403,731
+4.5%
8430.0%0.05%0.0%
Q1 2023$386,259
+12.9%
843
-0.9%
0.05%
-2.0%
Q3 2022$342,000
-3.9%
8510.0%0.05%
+2.1%
Q2 2022$356,000
-12.7%
851
-2.3%
0.05%
-4.0%
Q1 2022$408,000
-18.4%
871
-9.7%
0.05%
-12.3%
Q4 2021$500,000
+64.5%
965
+52.4%
0.06%
+39.0%
Q3 2021$304,000
-1.3%
633
+0.2%
0.04%
-8.9%
Q2 2021$308,000
+2.3%
6320.0%0.04%
-8.2%
Q1 2021$301,000
+6.0%
632
+0.2%
0.05%0.0%
Q4 2020$284,000
+32.7%
6310.0%0.05%
+14.0%
Q3 2020$214,000
+4.9%
6310.0%0.04%
-12.2%
Q2 2020$204,000
-6.4%
631
-24.0%
0.05%
-3.9%
Q1 2020$218,000
-92.5%
830
-89.2%
0.05%
-91.4%
Q4 2019$2,893,000
+6.5%
7,705
-0.0%
0.59%
-3.0%
Q3 2019$2,716,000
+1.7%
7,707
+2.3%
0.61%
-1.5%
Q2 2019$2,670,000
+9.2%
7,531
+6.4%
0.62%
+6.4%
Q1 2019$2,445,000
+29.9%
7,081
+13.8%
0.58%
+27.4%
Q4 2018$1,882,000
-13.7%
6,220
+4.7%
0.46%
-13.6%
Q3 2018$2,182,000
+20.9%
5,940
+16.8%
0.53%
+13.0%
Q2 2018$1,805,000
+29.0%
5,085
+24.2%
0.47%
+23.2%
Q1 2018$1,399,0004,0950.38%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
KLS Professional Advisors Group, LLC 1,169,912$304,832,00056.21%
APERIMUS CAPITAL, LLC 197,058$51,345,00033.39%
Spectrum Management Group, LLC 134,196$34,966,00021.74%
Capstone Financial Advisors, Inc. 105,235$27,420,00019.07%
LBA Wealth Management, LLC 79,236$20,646,00016.83%
SHINE INVESTMENT ADVISORY SERVICES INC 52,782$13,753,000,00015.92%
Sage Advisory Services, Ltd.Co. 425,377$110,836,00013.80%
Leonetti & Associates, LLC 139,846$36,438,00012.51%
Confluence Wealth Management LLC 83,028$21,634,00012.33%
Financial Advisory Group 77,761$20,261,00011.51%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders