Winch Advisory Services, 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
Winch Advisory Services, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$70
-11.4%
154
-6.7%
0.03%
-7.1%
Q2 2023$79
-14.1%
165
-17.5%
0.03%
-22.2%
Q1 2023$92
-2.1%
200
-5.7%
0.04%
-10.0%
Q4 2022$94
-99.9%
212
-29.6%
0.04%
-23.1%
Q3 2022$121,000
-8.3%
301
-5.6%
0.05%
-3.7%
Q2 2022$132,000
-15.4%
3190.0%0.05%0.0%
Q1 2022$156,000
-5.5%
3190.0%0.05%
-1.8%
Q4 2021$165,000
+6.5%
319
-1.2%
0.06%
+1.9%
Q3 2021$155,000
-1.9%
3230.0%0.05%
-5.3%
Q2 2021$158,000
+3.9%
323
+1.6%
0.06%
-6.6%
Q1 2021$152,000
+13.4%
3180.0%0.06%
+8.9%
Q4 2020$134,000
+24.1%
3180.0%0.06%
+21.7%
Q3 2020$108,000
+2.9%
318
-1.2%
0.05%
-8.0%
Q2 2020$105,000
+23.5%
3220.0%0.05%
+19.0%
Q1 2020$85,000
-29.8%
322
+0.3%
0.04%
-26.3%
Q4 2019$121,000
+7.1%
3210.0%0.06%
-3.4%
Q3 2019$113,000
-4.2%
321
-3.3%
0.06%
-3.3%
Q2 2019$118,000
+3.5%
332
+0.3%
0.06%
-3.2%
Q1 2019$114,000
+9.6%
331
-4.1%
0.06%
+8.6%
Q4 2018$104,000
-16.8%
345
+1.2%
0.06%
-7.9%
Q3 2018$125,000
+3.3%
341
+0.3%
0.06%
-3.1%
Q2 2018$121,000
+4.3%
3400.0%0.06%
-4.4%
Q1 2018$116,000
-0.9%
340
+0.3%
0.07%
-2.9%
Q4 2017$117,000
+4.5%
3390.0%0.07%
-4.1%
Q3 2017$112,000
-67.2%
339
-68.4%
0.07%
-66.0%
Q2 2017$341,000
-0.9%
1,073
-2.6%
0.22%
-1.4%
Q1 2017$344,000
+2.4%
1,102
-1.2%
0.22%
-5.6%
Q4 2016$336,0001,1150.23%
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