Avior Wealth Management, 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$163,738
-6.2%
358
-1.6%
0.01%0.0%
Q2 2023$174,585
+29.9%
364
+24.2%
0.01%
+22.2%
Q1 2023$134,388
-5.4%
293
-8.4%
0.01%
-18.2%
Q4 2022$142,090
+7.6%
320
-3.0%
0.01%0.0%
Q3 2022$132,000
-45.5%
330
-43.6%
0.01%
-54.2%
Q2 2022$242,000
-15.4%
5850.0%0.02%
-4.0%
Q1 2022$286,000
-5.3%
585
+0.2%
0.02%0.0%
Q4 2021$302,000
+89.9%
584
+76.4%
0.02%
+92.3%
Q3 2021$159,000
-2.5%
331
-0.6%
0.01%
-18.8%
Q2 2021$163,000
-7.4%
333
-10.2%
0.02%
-15.8%
Q1 2021$176,000
+2.9%
371
-8.8%
0.02%
-9.5%
Q4 2020$171,000
+17.1%
407
-5.8%
0.02%0.0%
Q3 2020$146,000
+4.3%
432
-0.2%
0.02%
-4.5%
Q2 2020$140,000
+23.9%
4330.0%0.02%0.0%
Q1 2020$113,000
-33.5%
433
-4.4%
0.02%
-18.5%
Q4 2019$170,000
+97.7%
453
+84.9%
0.03%
+80.0%
Q3 2019$86,000
-1.1%
2450.0%0.02%
-6.2%
Q2 2019$87,000
+8.8%
245
+4.7%
0.02%
-5.9%
Q1 2019$80,000
+14.3%
2340.0%0.02%0.0%
Q4 2018$70,000
-18.6%
2340.0%0.02%
-5.6%
Q3 2018$86,000
+3.6%
2340.0%0.02%
-5.3%
Q2 2018$83,000
+3.8%
2340.0%0.02%0.0%
Q1 2018$80,000
-1.2%
2340.0%0.02%
+5.6%
Q4 2017$81,000
+6.6%
2340.0%0.02%
-28.0%
Q3 2017$76,000
+2.7%
2340.0%0.02%
-16.7%
Q2 2017$74,000
+1.4%
2340.0%0.03%
+25.0%
Q1 2017$73,000
-2.7%
234
-6.0%
0.02%
-14.3%
Q4 2016$75,000
+7.1%
2490.0%0.03%
+3.7%
Q3 2016$70,000
-47.4%
249
-50.0%
0.03%
-6.9%
Q2 2016$133,000
+104.6%
498
+100.0%
0.03%0.0%
Q1 2016$65,000
+983.3%
249
+896.0%
0.03%
+866.7%
Q4 2015$6,0000.0%250.0%0.00%
-25.0%
Q3 2015$6,000
-14.3%
250.0%0.00%
-20.0%
Q2 2015$7,0000.0%250.0%0.01%0.0%
Q1 2015$7,000250.01%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders