Sequoia Financial Advisors, 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 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$605,505
-8.9%
1,326
-4.5%
0.01%0.0%
Q2 2023$664,637
+6.6%
1,388
+2.1%
0.01%
-21.4%
Q1 2023$623,438
+1.5%
1,360
-1.9%
0.01%
-6.7%
Q4 2022$614,150
+15.9%
1,387
+5.2%
0.02%
-11.8%
Q3 2022$530,000
-2.8%
1,3190.0%0.02%
+13.3%
Q2 2022$545,000
-15.8%
1,3190.0%0.02%
-6.2%
Q1 2022$647,000
-16.0%
1,319
-11.4%
0.02%
-23.8%
Q4 2021$770,000
+35.6%
1,488
+28.6%
0.02%0.0%
Q2 2021$568,000
-1.0%
1,157
-4.1%
0.02%
-12.5%
Q1 2021$574,000
+13.2%
1,2070.0%0.02%
+4.3%
Q4 2020$507,000
+24.0%
1,2070.0%0.02%
+4.5%
Q3 2020$409,000
+5.4%
1,207
+0.8%
0.02%
-4.3%
Q2 2020$388,000
+23.2%
1,1970.0%0.02%0.0%
Q1 2020$315,000
-44.0%
1,197
-20.0%
0.02%
-36.1%
Q4 2019$562,000
+1.1%
1,497
-5.0%
0.04%
-10.0%
Q3 2019$556,000
-0.5%
1,5760.0%0.04%
-4.8%
Q2 2019$559,000
-27.3%
1,576
-29.2%
0.04%
-33.3%
Q1 2019$769,000
+13.8%
2,226
-0.4%
0.06%
-19.2%
Q4 2018$676,000
-3.0%
2,235
+17.9%
0.08%
+13.0%
Q3 2018$697,000
+2.8%
1,896
-0.7%
0.07%
-4.2%
Q2 2018$678,000
-7.1%
1,910
-10.5%
0.07%
-6.5%
Q1 2018$730,000
-1.7%
2,135
-0.7%
0.08%
-1.3%
Q4 2017$743,000
+77.8%
2,150
+40.0%
0.08%
-33.3%
Q2 2016$418,0001,5360.12%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2021
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