Asset Dedication, 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 831 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$108
-4.4%
2370.0%0.01%
-10.0%
Q2 2023$113
+3.7%
2370.0%0.01%0.0%
Q1 2023$109
+4.8%
2370.0%0.01%
-9.1%
Q4 2022$104
-99.9%
2370.0%0.01%
+10.0%
Q3 2022$95,000
-3.1%
2370.0%0.01%
-33.3%
Q2 2022$98,000
+127.9%
237
+172.4%
0.02%
+200.0%
Q1 2022$43,000
-6.5%
870.0%0.01%
-16.7%
Q4 2021$46,000
+12.2%
870.0%0.01%
+20.0%
Q3 2021$41,000
-4.7%
870.0%0.01%
-16.7%
Q2 2021$43,000
+207.1%
87
+190.0%
0.01%
+100.0%
Q1 2021$14,000
-62.2%
30
-65.5%
0.00%
-57.1%
Q4 2020$37,000
+27.6%
870.0%0.01%
+16.7%
Q3 2020$29,000
+190.0%
87
+190.0%
0.01%
+100.0%
Q2 2020$10,000
-75.0%
30
-80.3%
0.00%
-75.0%
Q1 2020$40,000
+53.8%
152
+117.1%
0.01%
+71.4%
Q4 2019$26,000
+4.0%
700.0%0.01%
-12.5%
Q3 2019$25,0000.0%700.0%0.01%0.0%
Q2 2019$25,000
+4.2%
700.0%0.01%0.0%
Q1 2019$24,000
+166.7%
70
+133.3%
0.01%
+100.0%
Q4 2018$9,000
-18.2%
300.0%0.00%0.0%
Q3 2018$11,000
-80.0%
30
-80.5%
0.00%
-78.9%
Q2 2018$55,000
+5.8%
1540.0%0.02%
-26.9%
Q1 2018$52,000
-1.9%
1540.0%0.03%
+23.8%
Q4 2017$53,000
+6.0%
1540.0%0.02%
-12.5%
Q3 2017$50,000
+2.0%
1540.0%0.02%
-4.0%
Q2 2017$49,000
+2.1%
1540.0%0.02%
-3.8%
Q1 2017$48,000
-22.6%
154
-24.9%
0.03%
-27.8%
Q4 2016$62,000
+8.8%
2050.0%0.04%0.0%
Q3 2016$57,000
+18.8%
205
+17.1%
0.04%
+9.1%
Q2 2016$48,000
+4.3%
1750.0%0.03%
-2.9%
Q1 2016$46,000
-9.8%
175
-12.9%
0.03%
+3.0%
Q4 2015$51,0002010.03%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2018
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