Capital Advisors, Ltd. 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 806 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2018. The put-call ratio across all filers is 1.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$374
-4.6%
8180.0%0.06%
-3.4%
Q2 2023$392
+4.5%
8180.0%0.06%
-4.8%
Q1 2023$375
+3.6%
8180.0%0.06%
-1.6%
Q4 2022$362
-99.9%
818
+4.9%
0.06%
+3.3%
Q3 2022$313,000
-3.1%
7800.0%0.06%
+1.7%
Q2 2022$323,000
-15.7%
7800.0%0.06%
-6.2%
Q1 2022$383,000
-5.2%
7800.0%0.06%
-1.5%
Q4 2021$404,000
-5.6%
780
-36.7%
0.06%
-14.5%
Q3 2021$428,000
+11.7%
1,232
+57.9%
0.08%
+10.1%
Q2 2021$383,000
+3.2%
7800.0%0.07%
+1.5%
Q1 2021$371,000
-14.7%
780
-26.8%
0.07%
-29.2%
Q4 2020$435,000
+64.8%
1,066
+36.7%
0.10%
+45.5%
Q3 2020$264,000
+4.3%
7800.0%0.07%
-1.5%
Q2 2020$253,000
+23.4%
7800.0%0.07%
+4.7%
Q1 2020$205,000
-30.0%
7800.0%0.06%
-14.7%
Q4 2019$293,000
+6.5%
7800.0%0.08%
-1.3%
Q3 2019$275,000
-19.6%
780
-19.1%
0.08%
-21.6%
Q2 2019$342,000
-20.5%
964
-22.5%
0.10%
-16.4%
Q1 2019$430,000
+14.4%
1,2440.0%0.12%
+4.5%
Q4 2018$376,000
-10.7%
1,244
+8.6%
0.11%
-6.7%
Q3 2018$421,000
+3.4%
1,146
+0.1%
0.12%
-6.3%
Q2 2018$407,000
+4.1%
1,1450.0%0.13%0.0%
Q1 2018$391,000
-1.3%
1,1450.0%0.13%
-3.1%
Q4 2017$396,000
+4.2%
1,145
-1.6%
0.13%
-1.5%
Q3 2017$380,000
-20.8%
1,164
-22.9%
0.13%
-24.4%
Q2 2017$480,000
+1.7%
1,5100.0%0.18%
-3.3%
Q1 2017$472,000
+3.5%
1,5100.0%0.18%
-3.2%
Q4 2016$456,000
+2.5%
1,510
-4.1%
0.19%
-4.1%
Q3 2016$445,000
+3.7%
1,5750.0%0.20%
-3.0%
Q2 2016$429,000
+3.6%
1,5750.0%0.20%
-1.9%
Q1 2016$414,000
+3.5%
1,5750.0%0.21%
-1.0%
Q4 2015$400,000
+2.0%
1,5750.0%0.21%
-3.7%
Q3 2015$392,000
-8.8%
1,5750.0%0.22%
-3.1%
Q2 2015$430,000
-1.4%
1,575
+0.1%
0.22%
-1.3%
Q1 2015$436,000
+4.8%
1,5740.0%0.23%
-0.4%
Q4 2014$416,000
+6.1%
1,5740.0%0.23%
+1.8%
Q3 2014$392,000
-4.4%
1,5740.0%0.22%
-3.0%
Q2 2014$410,000
+9.3%
1,574
+5.1%
0.23%
+4.5%
Q1 2014$375,000
+1.6%
1,497
-1.0%
0.22%
-10.2%
Q4 2013$369,0001,5120.24%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2018
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