JFS WEALTH ADVISORS, 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$305,493
-4.6%
6690.0%0.03%0.0%
Q2 2023$320,391
+4.5%
6690.0%0.03%0.0%
Q1 2023$306,677
+3.5%
6690.0%0.03%0.0%
Q4 2022$296,227
+33.4%
669
+21.2%
0.03%
+20.8%
Q3 2022$222,000
-2.6%
5520.0%0.02%0.0%
Q2 2022$228,000
-15.9%
5520.0%0.02%
-7.7%
Q1 2022$271,000
-5.2%
5520.0%0.03%
-3.7%
Q4 2021$286,000
-7.7%
552
-14.3%
0.03%
-15.6%
Q3 2021$310,000
-1.9%
6440.0%0.03%
-31.9%
Q2 2021$316,000
+2.9%
6440.0%0.05%
-25.4%
Q1 2021$307,000
+3.0%
644
-9.2%
0.06%0.0%
Q4 2020$298,000
+24.2%
7090.0%0.06%
+10.5%
Q3 2020$240,000
-19.5%
709
-22.9%
0.06%
-26.0%
Q2 2020$298,000
+60.2%
919
+29.6%
0.08%
+37.5%
Q1 2020$186,000
-30.1%
7090.0%0.06%
-13.8%
Q4 2019$266,000
+6.4%
7090.0%0.06%
+1.6%
Q3 2019$250,000
-43.6%
709
-43.2%
0.06%
-42.9%
Q2 2019$443,000
-1.3%
1,249
-3.8%
0.11%
-4.3%
Q1 2019$449,000
+14.2%
1,299
+0.1%
0.12%
+11.4%
Q4 2018$393,000
-20.1%
1,298
-3.0%
0.10%
-17.3%
Q3 2018$492,0000.0%1,338
-3.5%
0.13%
-2.3%
Q2 2018$492,000
+3.8%
1,3860.0%0.13%
+4.0%
Q1 2018$474,000
-1.0%
1,386
+0.1%
0.12%
+6.8%
Q4 2017$479,000
+6.0%
1,3850.0%0.12%0.0%
Q3 2017$452,000
+2.7%
1,3850.0%0.12%
-3.3%
Q2 2017$440,000
+5.3%
1,3850.0%0.12%
+7.1%
Q1 2017$418,0000.0%1,3850.0%0.11%0.0%
Q4 2016$418,000
+6.9%
1,385
+0.1%
0.11%
+0.9%
Q3 2016$391,000
+3.7%
1,3840.0%0.11%
+7.7%
Q2 2016$377,000
+3.6%
1,3840.0%0.10%
-2.8%
Q1 2016$364,000
+3.4%
1,384
+0.1%
0.11%
+5.9%
Q4 2015$352,000
+88.2%
1,383
+84.4%
0.10%
+23.2%
Q3 2015$187,000
+592.6%
750
+650.0%
0.08%
+485.7%
Q2 2015$27,000
-3.6%
1000.0%0.01%
+7.7%
Q1 2015$28,000
+7.7%
1000.0%0.01%
+225.0%
Q4 2014$26,000
+4.0%
1000.0%0.00%0.0%
Q3 2014$25,000
-3.8%
1000.0%0.00%
-20.0%
Q2 2014$26,0001000.01%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders