Forvis Mazars Wealth Advisors, 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 962 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
Forvis Mazars Wealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2024$1,232,825
-3.8%
2,3040.0%0.03%
-6.1%
Q1 2024$1,281,946
+40.1%
2,304
+27.7%
0.03%
+32.0%
Q4 2023$915,314
+16.1%
1,804
+4.5%
0.02%
+4.2%
Q3 2023$788,617
-4.7%
1,7270.0%0.02%0.0%
Q2 2023$827,077
+4.5%
1,7270.0%0.02%
-7.7%
Q1 2023$791,674
-7.1%
1,727
-10.2%
0.03%
-13.3%
Q4 2022$851,928
+10.2%
1,9240.0%0.03%
-3.2%
Q3 2022$773,000
-2.8%
1,9240.0%0.03%
-3.1%
Q2 2022$795,000
+190.1%
1,924
+244.8%
0.03%
+166.7%
Q1 2022$274,000
-5.2%
5580.0%0.01%0.0%
Q4 2021$289,000
+7.8%
5580.0%0.01%0.0%
Q3 2021$268,000
-8.8%
558
-6.7%
0.01%
-14.3%
Q2 2021$294,000
+3.2%
5980.0%0.01%0.0%
Q1 2021$285,000
+13.5%
5980.0%0.01%
+7.7%
Q4 2020$251,000
+23.6%
5980.0%0.01%
+8.3%
Q3 2020$203,000
-13.2%
598
-4.0%
0.01%
-29.4%
Q4 2019$234,000
+12.5%
623
+5.4%
0.02%0.0%
Q3 2019$208,000
+2.5%
591
+3.1%
0.02%
+6.2%
Q2 2019$203,000
-25.6%
573
-27.4%
0.02%
-30.4%
Q1 2019$273,000
+17.2%
789
+2.3%
0.02%
-4.2%
Q4 2018$233,000
-15.0%
7710.0%0.02%
-11.1%
Q2 2018$274,000
+4.2%
7710.0%0.03%
+3.8%
Q1 2018$263,000
-1.1%
7710.0%0.03%
-3.7%
Q4 2017$266,000
+5.6%
7710.0%0.03%
-3.6%
Q3 2017$252,000
+2.9%
7710.0%0.03%0.0%
Q2 2017$245,000
+1.7%
7710.0%0.03%
-3.4%
Q1 2017$241,000
-2.8%
771
-6.1%
0.03%
-9.4%
Q4 2016$248,000
+6.9%
8210.0%0.03%0.0%
Q3 2016$232,0008210.03%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
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