US FINANCIAL 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
US FINANCIAL ADVISORS, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$331,065
-4.6%
7250.0%0.14%
-6.8%
Q2 2023$347,210
+4.5%
7250.0%0.15%0.0%
Q1 2023$332,347
+3.5%
7250.0%0.15%
-8.1%
Q4 2022$321,023
+10.3%
7250.0%0.16%
-1.2%
Q3 2022$291,000
-3.0%
7250.0%0.16%
-3.0%
Q2 2022$300,000
-15.7%
7250.0%0.17%
-1.8%
Q1 2022$356,000
-5.1%
7250.0%0.17%0.0%
Q4 2021$375,000
+7.4%
7250.0%0.17%
-1.2%
Q3 2021$349,000
-2.0%
7250.0%0.17%
-0.6%
Q2 2021$356,000
+3.2%
7250.0%0.17%
+81.2%
Q1 2021$345,000
+13.5%
7250.0%0.10%
+4.3%
Q4 2020$304,000
+353.7%
725
+184.3%
0.09%
-21.4%
Q1 2016$67,000
-78.2%
255
-79.0%
0.12%
-59.9%
Q4 2015$308,000
+2.0%
1,2130.0%0.29%
-41.8%
Q3 2015$302,000
-15.2%
1,213
-10.1%
0.50%
+57.9%
Q4 2014$356,0001,3500.32%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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