UNITED CAPITAL FINANCIAL 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$4,100,627
-5.2%
8,980
-0.5%
0.03%
+12.5%
Q2 2023$4,323,599
+3.4%
9,028
-1.0%
0.02%
+4.3%
Q1 2023$4,181,158
+1.9%
9,121
-1.6%
0.02%0.0%
Q4 2022$4,105,106
+6.4%
9,271
-3.5%
0.02%0.0%
Q3 2022$3,858,000
-12.0%
9,605
-9.4%
0.02%
-4.2%
Q2 2022$4,385,000
-12.0%
10,606
+4.4%
0.02%0.0%
Q1 2022$4,982,000
-1.5%
10,158
+4.0%
0.02%
+4.3%
Q4 2021$5,057,000
+2.6%
9,769
-4.7%
0.02%
-8.0%
Q3 2021$4,928,000
-3.8%
10,248
-1.8%
0.02%
-3.8%
Q2 2021$5,124,000
-8.7%
10,435
-11.5%
0.03%
-16.1%
Q1 2021$5,610,000
+13.3%
11,785
-0.0%
0.03%
+3.3%
Q4 2020$4,950,000
+26.2%
11,788
+1.8%
0.03%
+15.4%
Q3 2020$3,922,000
+3.4%
11,574
-1.0%
0.03%
-7.1%
Q2 2020$3,793,000
+11.7%
11,688
-9.5%
0.03%0.0%
Q1 2020$3,395,000
-29.9%
12,916
+0.1%
0.03%
-9.7%
Q4 2019$4,845,000
+7.1%
12,908
+0.5%
0.03%
-3.1%
Q3 2019$4,525,000
-10.7%
12,838
-10.1%
0.03%
-3.0%
Q2 2019$5,065,000
-6.8%
14,284
-9.2%
0.03%
-15.4%
Q1 2019$5,434,000
+17.0%
15,731
+2.5%
0.04%
+5.4%
Q4 2018$4,645,000
-15.3%
15,346
+2.8%
0.04%
-5.1%
Q3 2018$5,485,000
+0.9%
14,928
-2.5%
0.04%
-4.9%
Q2 2018$5,435,000
+6.0%
15,310
+2.0%
0.04%
+5.1%
Q1 2018$5,128,000
-3.1%
15,005
-1.6%
0.04%
-7.1%
Q4 2017$5,293,000
-1.2%
15,242
-7.1%
0.04%
-6.7%
Q3 2017$5,356,000
+4.7%
16,412
+1.9%
0.04%
-2.2%
Q2 2017$5,116,000
-18.4%
16,107
-19.7%
0.05%
-20.7%
Q1 2017$6,269,000
+23.0%
20,067
+18.8%
0.06%
+18.4%
Q4 2016$5,096,000
+7.6%
16,890
+0.6%
0.05%
+6.5%
Q3 2016$4,738,000
+3.5%
16,784
-0.3%
0.05%
-2.1%
Q2 2016$4,577,000
+9.8%
16,827
+6.0%
0.05%
+2.2%
Q1 2016$4,169,000
+3.4%
15,868
+0.0%
0.05%0.0%
Q4 2015$4,030,000
+2.6%
15,863
+0.5%
0.05%
-2.1%
Q3 2015$3,928,000
-87.7%
15,782
-86.5%
0.05%
-87.3%
Q2 2015$32,028,000
-0.1%
117,232
-0.1%
0.37%
-5.4%
Q1 2015$32,056,000
+260.3%
117,357
+248.2%
0.39%
+485.1%
Q4 2014$8,896,000
+134.0%
33,700
+121.0%
0.07%
+1.5%
Q3 2014$3,802,000
-84.8%
15,248
-84.2%
0.07%
-85.8%
Q2 2014$25,089,000
+232.6%
96,289
+219.8%
0.46%
+188.8%
Q1 2014$7,544,000
+124.9%
30,106
+119.1%
0.16%
+41.2%
Q4 2013$3,355,000
-13.3%
13,739
-19.6%
0.11%
-7.3%
Q3 2013$3,869,000
+13.2%
17,095
+5.1%
0.12%
+35.2%
Q2 2013$3,417,00016,2630.09%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders