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 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 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 Q3 2022
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