Summit Financial Wealth 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q4 2022$820,490
+1.7%
1,853
+0.1%
0.20%
-14.7%
Q3 2022$807,000
-0.9%
1,851
+0.1%
0.23%
+19.0%
Q2 2022$814,000
-15.6%
1,850
+0.1%
0.20%
+4.3%
Q4 2021$964,000
+24.5%
1,848
+0.2%
0.19%
-5.1%
Q1 2021$774,000
+9.9%
1,844
-7.5%
0.20%
+4.8%
Q3 2020$704,000
+9.3%
1,994
+0.1%
0.19%
+9.3%
Q2 2020$644,000
+91.7%
1,992
+106.6%
0.17%
+109.8%
Q3 2019$336,000
-1.5%
964
+0.2%
0.08%
-1.2%
Q2 2019$341,000
+1.2%
9620.0%0.08%
-6.7%
Q1 2019$337,000
+64.4%
962
+60.3%
0.09%
+45.9%
Q3 2018$205,000
-67.0%
600
-69.4%
0.06%
-75.2%
Q2 2017$622,000
+1.5%
1,959
-0.2%
0.25%
-8.2%
Q1 2017$613,000
+3.5%
1,9620.0%0.27%
+3.1%
Q4 2016$592,000
+6.9%
1,9620.0%0.26%
+8.3%
Q3 2016$554,000
+3.7%
1,9620.0%0.24%
+7.6%
Q2 2016$534,000
+3.7%
1,9620.0%0.22%
-0.9%
Q1 2016$515,000
-0.4%
1,962
-3.7%
0.22%
-5.1%
Q4 2015$517,0002,0370.24%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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