J.P. Morgan Private 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$79,771,414
-14.8%
174,692
-10.7%
0.23%
-53.1%
Q2 2023$93,638,860
-17.2%
195,525
-20.7%
0.49%
+102.5%
Q1 2023$113,097,082
+2.6%
246,716
-0.8%
0.24%
-2.4%
Q4 2022$110,177,665
+15.0%
248,826
+4.3%
0.25%
-1.6%
Q3 2022$95,816,000
-1.9%
238,551
+1.0%
0.25%0.0%
Q2 2022$97,655,000
-14.5%
236,172
+1.4%
0.25%
+1.2%
Q1 2022$114,189,000
-5.6%
232,825
-0.4%
0.25%
-5.0%
Q4 2021$120,962,000
+12.8%
233,661
+4.8%
0.26%
-0.8%
Q3 2021$107,251,000
+5.6%
223,031
+7.9%
0.26%
-0.4%
Q2 2021$101,528,000
+14.0%
206,775
+10.6%
0.26%
-8.7%
Q1 2021$89,040,000
+17.3%
187,039
+3.5%
0.29%
+17.1%
Q4 2020$75,922,000
+36.8%
180,800
+10.4%
0.25%
+13.9%
Q3 2020$55,491,000
+1.1%
163,772
-3.2%
0.22%
-13.9%
Q2 2020$54,912,000
+15.2%
169,225
-6.7%
0.25%
-7.0%
Q1 2020$47,677,000
-37.1%
181,363
-10.2%
0.27%
-21.5%
Q4 2019$75,841,000
+6.3%
202,038
-0.2%
0.34%
-7.5%
Q3 2019$71,334,000
-9.7%
202,383
-9.2%
0.37%
-14.1%
Q2 2019$79,035,000
-1.0%
222,890
-3.6%
0.43%
+4.1%
Q1 2019$79,830,000
+7.9%
231,124
-5.5%
0.42%
-7.6%
Q4 2018$74,016,000
-25.0%
244,544
-9.0%
0.45%
-6.6%
Q3 2018$98,727,000
+8.3%
268,675
+4.6%
0.48%
-5.7%
Q2 2018$91,183,000
-0.3%
256,842
-4.1%
0.51%
-17.4%
Q1 2018$91,493,000
+5.9%
267,734
+7.1%
0.62%
+8.8%
Q4 2017$86,373,000
+1.8%
250,059
-3.8%
0.57%
-6.9%
Q3 2017$84,847,000
-2.8%
260,006
-5.4%
0.61%
-7.8%
Q2 2017$87,292,000
+0.7%
274,833
-0.9%
0.66%
-1.2%
Q1 2017$86,661,000
+46.4%
277,383
+41.4%
0.67%
+30.3%
Q4 2016$59,188,000
+37.8%
196,161
+29.0%
0.52%
+28.8%
Q3 2016$42,938,000
-7.3%
152,117
-10.6%
0.40%
-11.1%
Q2 2016$46,323,000
-23.1%
170,164
-25.8%
0.45%
-21.9%
Q1 2016$60,235,000
+24.6%
229,274
+20.5%
0.58%
+16.1%
Q4 2015$48,326,000
+8.5%
190,228
+6.3%
0.50%
-11.3%
Q3 2015$44,540,000
-8.8%
178,956
+0.1%
0.56%
-0.2%
Q2 2015$48,846,000
-0.5%
178,793
+0.9%
0.56%
-0.2%
Q1 2015$49,115,000
+8.9%
177,157
+3.7%
0.56%
+4.1%
Q4 2014$45,103,000
+7.6%
170,867
+1.6%
0.54%0.0%
Q3 2014$41,928,000
+29.2%
168,169
+35.1%
0.54%
-1.6%
Q2 2014$32,443,000
+11.6%
124,513
+7.3%
0.55%
+3.2%
Q1 2014$29,063,000
+11.0%
115,989
+8.2%
0.53%
+1.0%
Q4 2013$26,175,000
+22.4%
107,186
+13.4%
0.53%
+8.5%
Q3 2013$21,386,000
+18.2%
94,491
+9.7%
0.48%
+8.5%
Q2 2013$18,100,00086,1500.45%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
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