HoyleCohen, 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 806 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2018. The put-call ratio across all filers is 1.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
HoyleCohen, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,092,063
-9.8%
4,581
-5.4%
0.19%
-5.4%
Q2 2023$2,318,937
-8.7%
4,842
-12.6%
0.20%
-13.5%
Q1 2023$2,540,897
-1.2%
5,543
-4.6%
0.24%
-7.4%
Q4 2022$2,572,388
+9.8%
5,809
-0.4%
0.26%
-0.4%
Q3 2022$2,343,000
-2.2%
5,832
+0.6%
0.26%
+3.2%
Q2 2022$2,396,000
-15.7%
5,795
-0.0%
0.25%
+2.5%
Q1 2022$2,843,000
-1.3%
5,797
+4.2%
0.24%
+1.7%
Q4 2021$2,879,000
+16.8%
5,561
+8.5%
0.24%
+2.1%
Q3 2021$2,464,000
-2.4%
5,124
-0.4%
0.23%
+18.8%
Q2 2021$2,525,000
+2.9%
5,142
-0.2%
0.20%
-20.9%
Q1 2021$2,453,000
+11.6%
5,152
-1.6%
0.25%
-2.0%
Q4 2020$2,198,000
+23.8%
5,234
-0.1%
0.25%
-2.7%
Q3 2020$1,776,000
+0.9%
5,240
-3.4%
0.26%
-11.2%
Q2 2020$1,761,000
+20.0%
5,426
-2.8%
0.29%
+0.3%
Q1 2020$1,468,000
-31.7%
5,585
-2.4%
0.29%
-14.1%
Q4 2019$2,148,000
+4.6%
5,721
-1.8%
0.34%
-2.6%
Q3 2019$2,053,000
-1.1%
5,824
-0.5%
0.35%
-2.8%
Q2 2019$2,076,000
+3.1%
5,855
+0.5%
0.36%
+1.4%
Q1 2019$2,013,000
+27.1%
5,827
+11.4%
0.36%
+9.6%
Q4 2018$1,584,000
-17.2%
5,233
+0.6%
0.32%
-10.2%
Q3 2018$1,912,000
+2.4%
5,203
-1.0%
0.36%
-4.2%
Q2 2018$1,867,000
+2.8%
5,258
-1.1%
0.38%
+2.2%
Q1 2018$1,817,000
-2.9%
5,318
-1.8%
0.37%
-0.3%
Q4 2017$1,871,0005,4170.37%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2018
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