Capital Planning 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 1,006 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
Capital Planning Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,541,160
-4.7%
3,3750.0%0.32%
-1.8%
Q2 2023$1,616,321
+4.5%
3,3750.0%0.33%
-0.3%
Q1 2023$1,547,134
+3.5%
3,3750.0%0.33%
-7.3%
Q4 2022$1,494,416
+10.2%
3,3750.0%0.36%
-2.5%
Q3 2022$1,356,000
-2.9%
3,3750.0%0.36%
-1.6%
Q2 2022$1,396,000
-15.6%
3,3750.0%0.37%
+4.5%
Q1 2022$1,655,000
-5.3%
3,3750.0%0.35%
+6.3%
Q4 2021$1,747,000
+7.6%
3,3750.0%0.33%
-1.2%
Q3 2021$1,623,000
-2.1%
3,3750.0%0.34%
-0.9%
Q2 2021$1,657,000
+3.1%
3,3750.0%0.34%
-5.6%
Q1 2021$1,607,000
+11.1%
3,375
-2.0%
0.36%
+1.1%
Q4 2020$1,447,000
+24.0%
3,4450.0%0.36%
+11.2%
Q3 2020$1,167,000
+4.4%
3,4450.0%0.32%
-3.9%
Q2 2020$1,118,000
-21.6%
3,445
-36.5%
0.33%
-37.4%
Q1 2020$1,426,000
-58.1%
5,423
-40.1%
0.53%
-40.2%
Q4 2019$3,400,000
+3.6%
9,058
-2.8%
0.89%
-6.8%
Q3 2019$3,283,000
-9.2%
9,315
-8.7%
0.96%
-10.1%
Q2 2019$3,617,000
+1.1%
10,199
-1.5%
1.06%
-2.7%
Q1 2019$3,576,000
+18.1%
10,353
+3.5%
1.09%
-1.0%
Q4 2018$3,029,000
-28.5%
10,007
-13.2%
1.10%
-18.5%
Q3 2018$4,238,000
+54.2%
11,534
+49.0%
1.35%
+9.0%
Q2 2018$2,748,000
-33.9%
7,740
-36.4%
1.24%
-15.9%
Q1 2018$4,158,000
+3.0%
12,167
+4.1%
1.48%
+4.1%
Q4 2017$4,037,000
+18.6%
11,687
+12.1%
1.42%
+6.4%
Q3 2017$3,403,000
+13.0%
10,427
+10.0%
1.33%
+0.1%
Q2 2017$3,011,000
+1.1%
9,479
-0.6%
1.33%
-9.4%
Q1 2017$2,979,000
-0.8%
9,535
-4.2%
1.47%
-8.3%
Q4 2016$3,004,000
+1.2%
9,956
-5.3%
1.60%
+1.3%
Q3 2016$2,967,000
+2.2%
10,511
-1.5%
1.58%
-2.0%
Q2 2016$2,904,000
+0.9%
10,669
-2.6%
1.62%
+16.6%
Q1 2016$2,879,000
-5.8%
10,959
-8.9%
1.39%
-22.1%
Q4 2015$3,056,000
+4.8%
12,029
+2.7%
1.78%
-7.0%
Q3 2015$2,915,000
-6.2%
11,711
+3.0%
1.91%
+5.0%
Q2 2015$3,107,000
+15.3%
11,373
+17.0%
1.82%
-2.9%
Q1 2015$2,695,000
+10.6%
9,720
+5.3%
1.88%
-11.2%
Q4 2014$2,436,0009,2302.12%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
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