Burt Wealth Advisors - 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 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2022$217,000
-15.6%
5250.0%0.08%
-2.6%
Q1 2022$257,000
-5.5%
5250.0%0.08%
-13.5%
Q4 2021$272,000
+7.9%
5250.0%0.09%
+11.2%
Q3 2021$252,000
-2.3%
5250.0%0.08%
-14.0%
Q2 2021$258,000
+3.2%
5250.0%0.09%
+1.1%
Q1 2021$250,000
+5.9%
525
-6.7%
0.09%
+13.6%
Q4 2020$236,000
+23.6%
5630.0%0.08%
+14.1%
Q3 2020$191,000
+4.4%
5630.0%0.07%
-4.1%
Q2 2020$183,000
+23.6%
5630.0%0.07%
+10.4%
Q1 2020$148,000
-29.9%
5630.0%0.07%
-18.3%
Q4 2019$211,000
-37.2%
563
-40.9%
0.08%
-40.6%
Q3 2019$336,000
-0.6%
9530.0%0.14%
-6.8%
Q2 2019$338,000
+2.7%
9530.0%0.15%0.0%
Q1 2019$329,000
+14.2%
9530.0%0.15%
+8.8%
Q4 2018$288,000
-17.7%
9530.0%0.14%
-14.5%
Q3 2018$350,000
+3.6%
9530.0%0.16%
-1.9%
Q2 2018$338,000
+3.7%
9530.0%0.16%
-2.4%
Q1 2018$326,000
-0.9%
9530.0%0.17%
-19.0%
Q4 2017$329,000
+5.8%
9530.0%0.20%
+0.5%
Q3 2017$311,000
-6.9%
9530.0%0.20%
-11.7%
Q2 2017$334,000
+12.1%
9530.0%0.23%
+7.4%
Q1 2017$298,000
-6.3%
953
-9.6%
0.22%
-24.3%
Q4 2016$318,000
-10.2%
1,054
-16.1%
0.28%
-24.9%
Q3 2016$354,000
+3.8%
1,2560.0%0.38%0.0%
Q2 2016$341,000
+3.3%
1,2560.0%0.38%
+25.6%
Q1 2016$330,000
+3.8%
1,256
+0.1%
0.30%
+18.5%
Q4 2015$318,000
+1.9%
1,2550.0%0.25%
-34.5%
Q3 2015$312,000
-9.0%
1,2550.0%0.39%
+4.0%
Q2 2015$343,000
-1.4%
1,255
+0.1%
0.37%
+5.4%
Q1 2015$348,000
+5.1%
1,254
-0.1%
0.35%
+0.6%
Q4 2014$331,0001,2550.35%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
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