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 856 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 ↓
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