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 687 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2017. The put-call ratio across all filers is 0.94 and the average weighting 1.0%.

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 Q2 2017
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