Wealth Architects, 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 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$503,206
-4.7%
1,1020.0%0.09%
-1.1%
Q2 2023$527,747
+7.4%
1,102
+2.8%
0.09%0.0%
Q1 2023$491,405
-12.8%
1,072
-15.7%
0.09%
-18.7%
Q4 2022$563,218
+2.2%
1,272
-7.4%
0.11%
-7.0%
Q3 2022$551,000
-3.0%
1,3730.0%0.12%
+3.6%
Q2 2022$568,000
-15.6%
1,3730.0%0.11%
-2.6%
Q1 2022$673,000
-5.3%
1,3730.0%0.11%
-8.8%
Q4 2021$711,000
+7.7%
1,3730.0%0.12%
-2.3%
Q3 2021$660,000
-2.1%
1,3730.0%0.13%
-3.0%
Q2 2021$674,000
+3.2%
1,3730.0%0.13%
-6.4%
Q1 2021$653,000
+7.2%
1,373
-5.3%
0.14%
-0.7%
Q4 2020$609,000
+24.0%
1,4500.0%0.14%
+6.8%
Q3 2020$491,000
+4.5%
1,4500.0%0.13%
+0.8%
Q2 2020$470,000
+23.4%
1,4500.0%0.13%0.0%
Q1 2020$381,000
-30.0%
1,4500.0%0.13%
-13.2%
Q4 2019$544,000
+6.5%
1,4500.0%0.15%
-2.6%
Q3 2019$511,000
-0.6%
1,4500.0%0.16%
+0.6%
Q2 2019$514,000
+1.4%
1,450
-1.2%
0.16%
-1.9%
Q1 2019$507,000
+14.2%
1,468
+0.1%
0.16%
-1.2%
Q4 2018$444,000
-16.7%
1,467
+1.2%
0.16%
-2.4%
Q3 2018$533,000
+3.5%
1,4500.0%0.16%
-1.8%
Q2 2018$515,000
+4.0%
1,4500.0%0.17%
+1.8%
Q1 2018$495,000
-1.8%
1,450
-0.8%
0.16%
-0.6%
Q4 2017$504,000
+4.8%
1,461
-0.7%
0.16%
-1.2%
Q3 2017$481,000
+3.0%
1,4720.0%0.17%
-4.0%
Q2 2017$467,000
+1.5%
1,472
-0.1%
0.17%
-4.9%
Q1 2017$460,000
+3.6%
1,473
+0.1%
0.18%
-7.6%
Q4 2016$444,000
+7.0%
1,4720.0%0.20%
+3.1%
Q3 2016$415,000
-1.7%
1,472
-5.2%
0.19%
-5.9%
Q2 2016$422,000
+9.0%
1,552
+5.4%
0.20%
+5.7%
Q1 2016$387,000
+3.5%
1,4730.0%0.19%
+4.3%
Q4 2015$374,000
-15.2%
1,473
-16.9%
0.18%
-21.9%
Q3 2015$441,000
-8.9%
1,7730.0%0.24%
-8.8%
Q2 2015$484,0001,7730.26%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders