Capital Advantage, Inc. - 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advantage, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2021$4,996,000
+2.6%
10,175
-0.5%
1.31%
-1.3%
Q1 2021$4,868,000
+13.7%
10,225
+0.1%
1.33%
+4.0%
Q4 2020$4,283,000
+11.0%
10,212
-5.0%
1.28%
+0.5%
Q3 2020$3,858,000
+11.6%
10,745
+0.9%
1.27%
+3.4%
Q2 2020$3,456,000
+12.6%
10,652
-1.4%
1.23%
+2.5%
Q1 2020$3,068,000
-25.8%
10,801
-1.8%
1.20%
-8.3%
Q4 2019$4,134,000
+5.1%
10,998
-1.5%
1.31%
-4.0%
Q3 2019$3,935,000
-1.9%
11,164
-3.9%
1.36%
-4.4%
Q1 2019$4,013,000
+11.1%
11,617
-2.7%
1.42%
+4.0%
Q4 2018$3,613,000
-18.8%
11,937
-1.4%
1.37%
+34.1%
Q3 2018$4,448,000
-0.3%
12,104
-3.7%
1.02%
-2.9%
Q2 2018$4,463,000
-0.6%
12,572
-4.3%
1.05%
-4.2%
Q1 2018$4,491,000
-5.1%
13,141
-4.1%
1.10%
-10.0%
Q4 2017$4,733,000
+2.2%
13,703
-3.5%
1.22%
+5.3%
Q3 2017$4,632,000
-1.6%
14,196
-4.2%
1.16%
-6.1%
Q2 2017$4,709,000
-11.0%
14,825
-12.5%
1.23%
-14.9%
Q1 2017$5,293,000
-2.5%
16,942
-5.8%
1.45%
-7.8%
Q4 2016$5,428,000
+1.1%
17,991
-5.4%
1.57%
+4.4%
Q3 2016$5,370,000
-2.0%
19,026
-5.5%
1.51%
-5.4%
Q2 2016$5,480,000
-3.6%
20,129
-7.0%
1.59%
-21.0%
Q1 2016$5,685,000
+1.2%
21,640
-2.2%
2.02%
+6.4%
Q4 2015$5,618,000
+0.1%
22,116
-1.9%
1.89%
-13.4%
Q3 2015$5,613,000
-10.1%
22,553
-1.4%
2.19%
-10.2%
Q2 2015$6,247,000
-3.8%
22,866
-2.4%
2.44%
-8.7%
Q1 2015$6,496,000
+4.8%
23,430
-0.3%
2.67%
+4.3%
Q4 2014$6,201,000
+12.3%
23,490
+6.0%
2.56%
-11.2%
Q3 2014$5,523,000
+43.8%
22,153
+50.3%
2.88%
+35.8%
Q2 2014$3,841,000
+160.4%
14,742
+150.5%
2.12%
+106.4%
Q1 2014$1,475,000
+198.6%
5,886
+191.0%
1.03%
+209.3%
Q4 2013$494,0002,0230.33%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders