Crestwood Advisors Group, 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
Crestwood Advisors Group, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$714,642
-30.6%
1,565
-27.2%
0.02%
-40.6%
Q2 2023$1,029,657
+240.3%
2,150
+225.8%
0.03%
+220.0%
Q1 2023$302,551
+3.5%
6600.0%0.01%0.0%
Q4 2022$292,241
-17.2%
660
-25.0%
0.01%
-23.1%
Q3 2022$353,000
+29.3%
880
+33.3%
0.01%
+44.4%
Q2 2022$273,000
-35.9%
660
-24.0%
0.01%
-25.0%
Q1 2022$426,000
-9.9%
868
-4.9%
0.01%0.0%
Q4 2021$473,000
+44.2%
913
+33.7%
0.01%
+33.3%
Q3 2021$328,000
-2.1%
6830.0%0.01%
-10.0%
Q2 2021$335,000
+3.1%
6830.0%0.01%0.0%
Q1 2021$325,000
+490.9%
683
+290.3%
0.01%
+100.0%
Q1 2017$55,0001750.01%
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