Financial Advisory Group - 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Advisory Group ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$20,984,627
-5.8%
45,954
-1.2%
4.32%
-1.8%
Q2 2023$22,269,996
+3.4%
46,501
-1.0%
4.40%
+1.2%
Q1 2023$21,534,920
+101408.0%
46,977
-2.0%
4.35%
-3.4%
Q4 2022$21,215
-99.9%
47,912
-2.8%
4.50%
+0.9%
Q3 2022$19,798,000
-1.7%
49,289
+1.2%
4.46%
+4.2%
Q2 2022$20,144,000
-15.6%
48,717
+0.1%
4.28%
-7.6%
Q1 2022$23,870,000
-6.4%
48,669
-1.2%
4.63%
-7.7%
Q4 2021$25,491,000
+6.0%
49,241
-1.5%
5.02%
-5.7%
Q3 2021$24,046,000
-3.8%
50,003
-1.8%
5.32%
-10.9%
Q2 2021$24,994,000
-0.3%
50,902
-3.3%
5.97%
-6.8%
Q1 2021$25,057,000
+9.4%
52,634
-3.5%
6.41%
+7.4%
Q4 2020$22,908,000
+18.3%
54,553
-4.6%
5.97%
-4.6%
Q3 2020$19,367,000
-5.3%
57,158
-9.3%
6.26%
-10.9%
Q2 2020$20,442,000
+22.4%
62,996
-0.9%
7.02%
+28.9%
Q1 2020$16,705,000
-40.3%
63,547
-14.7%
5.45%
-25.7%
Q4 2019$27,960,000
-14.7%
74,484
-19.9%
7.33%
-19.2%
Q3 2019$32,768,000
-2.1%
92,968
-2.1%
9.08%
+2.6%
Q2 2019$33,486,000
+4.0%
94,932
+1.9%
8.85%
-0.3%
Q1 2019$32,193,000
+17.0%
93,205
+2.5%
8.88%
+5.0%
Q4 2018$27,515,000
-18.7%
90,908
-1.3%
8.45%
-5.4%
Q3 2018$33,836,000
+4.2%
92,079
+0.6%
8.93%
-0.6%
Q2 2018$32,482,000
+4.3%
91,492
+0.4%
8.99%
-4.5%
Q1 2018$31,154,000
+13.1%
91,165
+14.3%
9.42%
+14.3%
Q4 2017$27,555,000
+11.5%
79,776
+5.4%
8.24%
-1.7%
Q3 2017$24,705,000
+3.4%
75,707
+0.7%
8.38%
+4.1%
Q2 2017$23,891,000
+1.7%
75,218
+0.1%
8.05%
-1.0%
Q1 2017$23,487,000
+4.4%
75,177
+0.8%
8.13%
-6.3%
Q4 2016$22,496,000
+6.2%
74,558
-0.6%
8.67%
-4.5%
Q3 2016$21,176,000
+1.2%
75,021
-2.4%
9.08%
-10.8%
Q2 2016$20,922,000
+2.6%
76,855
-1.0%
10.18%
+3.0%
Q1 2016$20,399,000
+2.4%
77,647
-1.0%
9.88%
+2.8%
Q4 2015$19,923,000
+3.2%
78,423
+1.1%
9.61%
+0.4%
Q3 2015$19,297,000
-5.2%
77,532
+4.1%
9.57%
-6.0%
Q2 2015$20,353,000
-3.5%
74,488
-2.1%
10.18%
-0.8%
Q1 2015$21,088,000
+6.5%
76,065
+1.4%
10.25%
-1.2%
Q4 2014$19,792,000
+5.1%
74,978
-0.7%
10.38%
-1.3%
Q3 2014$18,834,000
-7.0%
75,543
-2.9%
10.52%
-8.7%
Q2 2014$20,261,000
+9.3%
77,761
+5.1%
11.51%
+11.2%
Q1 2014$18,534,000
+8.2%
73,966
+5.5%
10.35%
+6.1%
Q4 2013$17,125,000
+10.2%
70,125
+2.1%
9.76%
+0.4%
Q3 2013$15,540,000
+10.2%
68,661
+2.3%
9.72%
+8.1%
Q2 2013$14,100,00067,1118.98%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders