CapWealth Advisors, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

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SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 502 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2013. The put-call ratio across all filers is 1.19 and the average weighting 1.2%.

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Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$251,609
-2.5%
551
+2.2%
0.03%
+3.2%
Q2 2023$258,132
+8.5%
539
+3.9%
0.03%
+3.3%
Q1 2023$237,915
+6.6%
519
+3.0%
0.03%
+15.4%
Q4 2022$223,166
+284.8%
504
+143.5%
0.03%
+85.7%
Q3 2016$58,000
+3.6%
2070.0%0.01%0.0%
Q2 2016$56,000
+3.7%
2070.0%0.01%0.0%
Q1 2016$54,000
+68.8%
207
+65.6%
0.01%
+75.0%
Q4 2015$32,000
+3.2%
1250.0%0.01%0.0%
Q3 2015$31,000
-8.8%
1250.0%0.01%0.0%
Q2 2015$34,000
-2.9%
1250.0%0.01%0.0%
Q1 2015$35,000
+12.9%
1250.0%0.01%
+14.3%
Q3 2014$31,000
-6.1%
1250.0%0.01%
-12.5%
Q2 2014$33,000
+6.5%
1250.0%0.01%0.0%
Q1 2014$31,0000.0%1250.0%0.01%0.0%
Q4 2013$31,000
+10.7%
1250.0%0.01%0.0%
Q3 2013$28,000
+7.7%
1250.0%0.01%0.0%
Q2 2013$26,000–125–0.01%–
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Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2013
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