Summit Asset Management, 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 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$263,938
-4.7%
5780.0%0.07%
-1.4%
Q2 2023$276,810
+4.5%
5780.0%0.07%0.0%
Q1 2023$264,961
+3.5%
5780.0%0.07%
-1.4%
Q4 2022$255,933
+10.3%
5780.0%0.07%
-1.3%
Q3 2022$232,000
-2.9%
5780.0%0.08%
+1.4%
Q2 2022$239,000
-15.5%
5780.0%0.07%
-8.6%
Q1 2022$283,000
-5.4%
5780.0%0.08%
-4.7%
Q4 2021$299,000
+7.6%
5780.0%0.08%
-2.3%
Q3 2021$278,000
-2.1%
5780.0%0.09%
-2.2%
Q2 2021$284,000
+5.2%
578
+1.8%
0.09%
-3.3%
Q1 2021$270,000
+13.0%
5680.0%0.09%
+5.7%
Q4 2020$239,0005680.09%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
KLS Professional Advisors Group, LLC 1,169,912$304,832,00056.21%
APERIMUS CAPITAL, LLC 197,058$51,345,00033.39%
Spectrum Management Group, LLC 134,196$34,966,00021.74%
Capstone Financial Advisors, Inc. 105,235$27,420,00019.07%
LBA Wealth Management, LLC 79,236$20,646,00016.83%
SHINE INVESTMENT ADVISORY SERVICES INC 52,782$13,753,000,00015.92%
Sage Advisory Services, Ltd.Co. 425,377$110,836,00013.80%
Leonetti & Associates, LLC 139,846$36,438,00012.51%
Confluence Wealth Management LLC 83,028$21,634,00012.33%
Financial Advisory Group 77,761$20,261,00011.51%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders