Surevest, 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 860 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2022$46,000
-13.2%
115
-10.9%
0.01%
-7.1%
Q2 2022$53,000
-90.2%
129
-95.4%
0.01%
-93.9%
Q4 2019$541,000
+4.4%
2,814
+0.2%
0.23%
-9.4%
Q3 2019$518,0000.0%2,809
+0.2%
0.26%
-5.2%
Q2 2019$518,000
+5.7%
2,803
+0.1%
0.27%
-10.9%
Q1 2019$490,0002,8000.30%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2019
NameSharesValueWeighting ↓
LCM Capital Management Inc 42,280$22,623,27914.11%
Conservest Capital Advisors, Inc. 231,963$129,065,66113.92%
Divergent Planning, LLC 61,926$33,000,61713.15%
Granite Bay Wealth Management, LLC 2,113,449$1,136,51311.46%
USA FINANCIAL FORMULAS 131,970$70,614,50811.45%
Oldfather Financial Services, LLC 52,028$27,838,95811.42%
CUMBERLAND ADVISORS INC 47,102$25,203,33810.32%
WADDELL & ASSOCIATES, LLC 136,396$72,982,5839.60%
Tandem Wealth Advisors LLC 32,711$17,503,0079.38%
Hummer Financial Advisory Services Inc 17,138$9,204,4337.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders