Bollard Group LLC - 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
Bollard Group LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$37
-2.6%
800.0%0.00%0.0%
Q2 2023$38
+2.7%
800.0%0.00%0.0%
Q1 2023$37
+5.7%
800.0%0.00%0.0%
Q4 2022$35
-99.9%
800.0%0.00%0.0%
Q3 2022$32,000
-3.0%
800.0%0.00%0.0%
Q2 2022$33,000
-15.4%
800.0%0.00%0.0%
Q1 2022$39,000
-4.9%
800.0%0.00%0.0%
Q4 2021$41,000
+7.9%
800.0%0.00%0.0%
Q3 2021$38,000
-2.6%
800.0%0.00%0.0%
Q2 2021$39,000
+2.6%
800.0%0.00%0.0%
Q1 2021$38,000
+11.8%
800.0%0.00%0.0%
Q4 2020$34,000
+25.9%
800.0%0.00%0.0%
Q3 2020$27,000
+3.8%
800.0%0.00%0.0%
Q2 2020$26,000
+23.8%
800.0%0.00%0.0%
Q1 2020$21,000
-30.0%
800.0%0.00%0.0%
Q4 2019$30,000
+7.1%
800.0%0.00%0.0%
Q3 2019$28,0000.0%800.0%0.00%0.0%
Q2 2019$28,0000.0%800.0%0.00%0.0%
Q1 2019$28,000
+16.7%
800.0%0.00%0.0%
Q4 2018$24,000
-17.2%
800.0%0.00%0.0%
Q3 2018$29,000
+3.6%
800.0%0.00%0.0%
Q2 2018$28,000
+3.7%
800.0%0.00%0.0%
Q1 2018$27,000
-3.6%
800.0%0.00%0.0%
Q4 2017$28,000
+7.7%
800.0%0.00%0.0%
Q3 2017$26,000
+4.0%
800.0%0.00%0.0%
Q2 2017$25,0000.0%800.0%0.00%0.0%
Q1 2017$25,000
+4.2%
800.0%0.00%
-50.0%
Q4 2016$24,000
+4.3%
800.0%0.00%
+100.0%
Q3 2016$23,000
+4.5%
800.0%0.00%
-50.0%
Q2 2016$22,000
+4.8%
800.0%0.00%0.0%
Q1 2016$21,000
+5.0%
800.0%0.00%0.0%
Q4 2015$20,0000.0%800.0%0.00%0.0%
Q3 2015$20,000
-9.1%
800.0%0.00%0.0%
Q2 2015$22,0000.0%800.0%0.00%0.0%
Q1 2015$22,000
+4.8%
800.0%0.00%0.0%
Q4 2014$21,000
+5.0%
800.0%0.00%0.0%
Q3 2014$20,000
-4.8%
800.0%0.00%0.0%
Q2 2014$21,000
+5.0%
800.0%0.00%0.0%
Q1 2014$20,0000.0%800.0%0.00%0.0%
Q4 2013$20,000
+11.1%
800.0%0.00%0.0%
Q3 2013$18,000800.00%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2022
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