Waldron Private Wealth 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 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$30,179
-8.3%
66,090
-3.6%
1.57%
-4.6%
Q2 2023$32,928
+3.3%
68,539
-1.4%
1.64%
+5.9%
Q1 2023$31,868
+23.9%
69,520
+9.1%
1.55%
-2.9%
Q4 2022$25,711
-99.9%
63,7240.0%1.60%0.0%
Q3 2022$25,711,000
-3.1%
63,724
-0.4%
1.60%
+7.4%
Q2 2022$26,536,000
-15.4%
63,9600.0%1.49%
-7.5%
Q1 2022$31,369,000
-6.7%
63,960
-1.5%
1.61%
-2.9%
Q4 2021$33,609,000
+2.3%
64,923
-4.9%
1.66%
-13.3%
Q3 2021$32,843,000
+525.9%
68,299
+539.0%
1.91%
+470.4%
Q2 2021$5,247,000
+8.1%
10,688
+4.9%
0.34%
-0.6%
Q1 2021$4,852,000
+30.9%
10,193
+15.8%
0.34%
+22.1%
Q4 2020$3,708,000
+35.9%
8,802
+9.3%
0.28%
+18.5%
Q3 2020$2,728,000
+4.1%
8,0520.0%0.23%
+0.4%
Q2 2020$2,621,000
+16.3%
8,052
-6.1%
0.23%
-3.3%
Q1 2020$2,253,000
-32.4%
8,573
-3.5%
0.24%
-19.2%
Q4 2019$3,335,000
-30.9%
8,885
-35.1%
0.30%
-39.6%
Q3 2019$4,827,000
-0.6%
13,6970.0%0.49%
-4.8%
Q2 2019$4,856,000
-1.5%
13,697
-4.1%
0.52%
-7.0%
Q1 2019$4,932,000
+23.4%
14,280
+8.1%
0.56%
-3.5%
Q4 2018$3,997,000
+2.7%
13,206
+24.7%
0.58%
-24.0%
Q3 2018$3,891,000
+3.5%
10,5910.0%0.76%
-7.0%
Q2 2018$3,760,000
+3.9%
10,5910.0%0.82%0.0%
Q1 2018$3,619,000
-1.1%
10,5910.0%0.82%
-5.3%
Q4 2017$3,658,000
+5.8%
10,5910.0%0.86%
-10.9%
Q3 2017$3,456,00010,5910.97%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 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