EXENCIAL 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
EXENCIAL WEALTH ADVISORS, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$545,944
-11.3%
1,196
-7.0%
0.03%
-7.1%
Q2 2023$615,671
+4.5%
1,2860.0%0.03%
-6.7%
Q1 2023$589,317
+3.5%
1,2860.0%0.03%
-3.2%
Q4 2022$569,236
+17.6%
1,286
+6.6%
0.03%
+6.9%
Q3 2022$484,000
-2.8%
1,2060.0%0.03%
+3.6%
Q2 2022$498,000
-22.2%
1,206
-7.7%
0.03%
-12.5%
Q1 2022$640,000
+2.6%
1,306
+8.3%
0.03%
+3.2%
Q4 2021$624,000
+17.3%
1,206
+9.0%
0.03%
+34.8%
Q3 2021$532,000
+6.6%
1,106
+8.9%
0.02%
-14.8%
Q2 2021$499,000
+3.3%
1,0160.0%0.03%
-6.9%
Q1 2021$483,000
+13.4%
1,0160.0%0.03%0.0%
Q4 2020$426,000
+13.9%
1,016
-8.1%
0.03%
+45.0%
Q3 2020$374,000
+13.3%
1,106
+8.9%
0.02%
-31.0%
Q2 2020$330,000
+23.6%
1,0160.0%0.03%
-39.6%
Q1 2020$267,000
-8.6%
1,016
+30.6%
0.05%
-5.9%
Q4 2019$292,000
+6.6%
7780.0%0.05%
-13.6%
Q3 2019$274,000
-0.7%
7780.0%0.06%
-7.8%
Q2 2019$276,000
-8.9%
778
-11.4%
0.06%
-11.1%
Q1 2019$303,000
+13.9%
8780.0%0.07%
+1.4%
Q4 2018$266,000
+22.0%
878
+47.8%
0.07%
+39.2%
Q3 2018$218,000
+1.4%
594
-2.1%
0.05%
-15.0%
Q2 2018$215,000
-12.6%
607
-15.6%
0.06%
-17.8%
Q1 2018$246,000
-0.8%
7190.0%0.07%
-2.7%
Q4 2017$248,0007190.08%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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