BSW Wealth Partners - 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 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.

Quarter-by-quarter ownership
BSW Wealth Partners ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$303,666
-4.6%
6650.0%0.07%
+3.0%
Q2 2023$318,475
+4.5%
6650.0%0.07%
+6.5%
Q1 2023$304,843
+100177.3%
665
-3.2%
0.06%
-4.6%
Q4 2022$304
-99.9%
687
-9.1%
0.06%
-13.3%
Q3 2022$304,000
-2.9%
7560.0%0.08%0.0%
Q2 2022$313,000
-15.6%
7560.0%0.08%
-20.2%
Q1 2022$371,000
-5.1%
7560.0%0.09%
-4.1%
Q4 2021$391,000
+7.4%
7560.0%0.10%
-3.9%
Q3 2021$364,000
-1.9%
7560.0%0.10%0.0%
Q2 2021$371,000
+3.1%
7560.0%0.10%
-1.9%
Q1 2021$360,000
+13.6%
7560.0%0.10%
+7.2%
Q4 2020$317,000
-23.2%
756
-44.8%
0.10%
-55.1%
Q4 2016$413,0001,3690.22%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2022
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