River 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
River Wealth Advisors LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$619,661
-17.6%
1,357
-13.6%
0.11%
-13.3%
Q2 2023$752,093
+2.1%
1,570
-2.3%
0.13%
-4.5%
Q1 2023$736,861
+2.3%
1,607
-1.2%
0.13%
-3.6%
Q4 2022$720,608
+28.0%
1,627
+16.1%
0.14%
+14.9%
Q3 2022$563,000
-2.8%
1,4010.0%0.12%
+13.1%
Q2 2022$579,000
-15.2%
1,401
+0.6%
0.11%
-1.8%
Q1 2022$683,000
+1.8%
1,393
+7.6%
0.11%
+4.8%
Q4 2021$671,000
-0.1%
1,295
-7.3%
0.10%
-9.6%
Q3 2021$672,000
+47.4%
1,397
+50.4%
0.12%
+43.8%
Q2 2021$456,000
+3.2%
9290.0%0.08%
-3.6%
Q1 2021$442,000
+8.3%
929
-4.2%
0.08%
-5.7%
Q4 2020$408,000
+24.0%
9700.0%0.09%
+2.3%
Q3 2020$329,000
+4.4%
9700.0%0.09%
-10.4%
Q2 2020$315,000
+23.0%
970
-0.4%
0.10%
-5.9%
Q1 2020$256,000
-77.8%
974
-68.3%
0.10%
-73.8%
Q4 2019$1,154,000
+14.5%
3,074
+7.6%
0.39%
+2.4%
Q3 2019$1,008,000
-0.8%
2,858
-0.2%
0.38%
-3.8%
Q2 2019$1,016,000
+4.5%
2,865
+1.8%
0.40%
-2.7%
Q1 2019$972,000
+13.4%
2,814
-0.6%
0.41%
+6.8%
Q4 2018$857,000
-17.6%
2,8310.0%0.38%
-0.5%
Q3 2018$1,040,000
+3.5%
2,8310.0%0.38%
-2.0%
Q2 2018$1,005,000
+3.5%
2,831
-0.3%
0.39%
-4.4%
Q1 2018$971,000
-5.1%
2,840
-4.1%
0.41%
-3.8%
Q4 2017$1,023,000
+4.5%
2,960
-1.3%
0.42%
-4.1%
Q3 2017$979,000
-2.7%
3,000
-5.2%
0.44%
-5.3%
Q2 2017$1,006,000
+3.5%
3,166
+1.8%
0.47%
-0.8%
Q1 2017$972,000
+3.5%
3,1110.0%0.47%
-0.6%
Q4 2016$939,000
-8.5%
3,111
-14.4%
0.48%
-16.2%
Q3 2016$1,026,000
+4.5%
3,634
+0.8%
0.57%
+0.5%
Q2 2016$982,000
+3.0%
3,606
-0.6%
0.56%
-0.9%
Q1 2016$953,000
+3.0%
3,626
-0.4%
0.57%
-2.9%
Q4 2015$925,000
+171.3%
3,641
+166.0%
0.59%
+150.4%
Q3 2015$341,000
-2.8%
1,369
+6.6%
0.23%
+4.9%
Q2 2015$351,000
-1.4%
1,2840.0%0.22%
+1.4%
Q1 2015$356,0001,2840.22%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 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