Atria Investments, Inc - 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,207,438
-33.0%
2,644
-35.0%
0.02%
-40.5%
Q4 2022$1,801,265
-48.5%
4,067
-53.3%
0.04%
-51.9%
Q3 2022$3,501,000
-34.3%
8,716
-32.3%
0.08%
-31.2%
Q2 2022$5,327,000
+296.9%
12,883
+370.9%
0.11%
+387.0%
Q1 2022$1,342,000
+25.2%
2,736
+32.1%
0.02%
+21.1%
Q4 2021$1,072,000
-46.6%
2,071
-61.3%
0.02%
-64.8%
Q4 2019$2,007,000
-9.6%
5,346
-15.2%
0.05%
-31.6%
Q3 2019$2,221,000
+0.8%
6,302
-3.0%
0.08%
-3.7%
Q2 2019$2,203,000
-77.0%
6,496
-76.6%
0.08%
-79.8%
Q1 2019$9,588,000
+0.4%
27,758
-12.0%
0.41%
-4.0%
Q4 2018$9,548,000
+59.5%
31,547
+93.7%
0.42%
+78.5%
Q3 2018$5,985,000
+21.5%
16,287
+17.3%
0.24%
+9.2%
Q2 2018$4,927,000
-66.4%
13,879
-67.7%
0.22%
-69.4%
Q1 2018$14,666,000
-0.9%
42,918
+0.2%
0.71%
-3.7%
Q4 2017$14,798,000
+215.1%
42,841
+197.7%
0.74%
+187.1%
Q3 2017$4,696,000
+11.3%
14,389
+8.3%
0.26%
-0.8%
Q2 2017$4,219,000
-58.0%
13,284
-58.7%
0.26%
-60.6%
Q1 2017$10,052,000
+191.2%
32,174
+181.2%
0.66%
+149.0%
Q4 2016$3,452,000
+29.6%
11,442
+21.2%
0.26%
+7.3%
Q3 2016$2,664,000
-4.7%
9,438
-7.1%
0.24%
-18.6%
Q2 2016$2,795,000
-59.0%
10,162
-60.9%
0.30%
-61.2%
Q1 2016$6,822,000
-2.7%
25,966
-11.9%
0.78%
+0.5%
Q4 2015$7,011,000
+190.9%
29,480
+234.1%
0.77%
+172.4%
Q2 2015$2,410,000
-1.1%
8,823
+0.4%
0.28%
+2.5%
Q1 2015$2,436,000
+4.0%
8,786
-1.0%
0.28%
+10.8%
Q4 2014$2,343,000
+6.2%
8,877
+0.3%
0.25%
+10.2%
Q3 2014$2,206,000
-2.4%
8,849
+2.0%
0.23%0.0%
Q2 2014$2,261,000
+7.3%
8,676
+3.1%
0.23%
+5.1%
Q1 2014$2,108,000
-1.6%
8,412
-4.1%
0.22%
+0.9%
Q4 2013$2,142,000
+6.4%
8,771
-1.4%
0.21%
+1.9%
Q3 2013$2,013,000
-1.4%
8,893
-8.5%
0.21%
-16.1%
Q2 2013$2,042,0009,7190.25%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
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