Valmark Advisers, 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 1,026 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
Valmark Advisers, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$754,349
+2.8%
1,652
+7.8%
0.02%
+6.7%
Q2 2023$733,975
+2.9%
1,533
-1.5%
0.02%0.0%
Q1 2023$713,484
+7.9%
1,556
+4.1%
0.02%0.0%
Q4 2022$661,432
+28.9%
1,494
+17.0%
0.02%
+50.0%
Q3 2022$513,000
-1.9%
1,277
+1.0%
0.01%0.0%
Q2 2022$523,000
-16.7%
1,264
-1.3%
0.01%
-9.1%
Q1 2022$628,000
-9.5%
1,281
-4.5%
0.01%
-8.3%
Q4 2021$694,000
-17.4%
1,341
-23.2%
0.01%
-20.0%
Q3 2021$840,000
-2.3%
1,747
-0.3%
0.02%
-6.2%
Q2 2021$860,000
+0.1%
1,752
-2.9%
0.02%
-5.9%
Q1 2021$859,000
+8.5%
1,805
-4.3%
0.02%
+6.2%
Q4 2020$792,000
+17.7%
1,887
-5.1%
0.02%
+6.7%
Q3 2020$673,000
+7.7%
1,988
+3.2%
0.02%0.0%
Q2 2020$625,000
+9.6%
1,927
-11.2%
0.02%0.0%
Q1 2020$570,000
-29.1%
2,170
+1.3%
0.02%
-11.8%
Q4 2019$804,000
-12.3%
2,143
-17.6%
0.02%
-15.0%
Q3 2019$917,000
-0.1%
2,602
+0.5%
0.02%0.0%
Q2 2019$918,000
+2.5%
2,589
-0.2%
0.02%0.0%
Q1 2019$896,000
+15.8%
2,593
+1.4%
0.02%
+5.3%
Q4 2018$774,000
-19.0%
2,556
-1.7%
0.02%
-9.5%
Q3 2018$955,000
+20.0%
2,600
+16.0%
0.02%
+16.7%
Q2 2018$796,000
-7.5%
2,242
-11.0%
0.02%
-5.3%
Q1 2018$861,000
+42.1%
2,520
+43.6%
0.02%
+46.2%
Q4 2017$606,0001,7550.01%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2021
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