Colorado Capital Management, 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
Colorado Capital Management, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$6,136
-4.4%
13,437
+0.2%
4.65%
-1.9%
Q2 2023$6,420
+3.9%
13,407
-0.5%
4.74%
-1.0%
Q1 2023$6,179
+3.4%
13,480
-0.4%
4.79%
-3.9%
Q4 2022$5,976
-99.9%
13,536
-2.7%
4.98%
+3.1%
Q3 2022$5,588,000
-3.8%
13,912
-0.9%
4.83%
+2.5%
Q2 2022$5,806,000
-16.1%
14,041
-0.4%
4.71%
-5.2%
Q1 2022$6,918,000
-7.1%
14,091
-1.7%
4.97%
-0.5%
Q4 2021$7,450,000
+7.6%
14,340
-0.5%
5.00%
+2.1%
Q3 2021$6,927,000
-3.2%
14,405
-1.2%
4.89%
+1.6%
Q2 2021$7,156,000
+0.7%
14,575
-2.4%
4.82%
-5.2%
Q1 2021$7,109,000
+10.0%
14,934
-2.6%
5.08%
+8.2%
Q4 2020$6,461,000
+24.0%
15,325
-0.3%
4.70%
+9.2%
Q3 2020$5,210,000
+3.6%
15,365
-1.0%
4.30%
-1.7%
Q2 2020$5,027,000
+14.2%
15,515
-7.3%
4.38%
+7.3%
Q1 2020$4,400,000
-34.3%
16,738
-6.2%
4.08%
-14.6%
Q4 2019$6,696,000
+5.9%
17,837
-0.6%
4.78%
+0.9%
Q3 2019$6,325,000
-1.3%
17,945
-0.7%
4.74%
-0.6%
Q2 2019$6,409,000
-0.6%
18,073
-3.2%
4.76%
-1.6%
Q1 2019$6,446,000
+13.3%
18,663
-0.7%
4.84%
+1.9%
Q4 2018$5,690,000
-18.3%
18,801
-0.8%
4.75%
-5.1%
Q3 2018$6,966,000
-3.1%
18,959
-6.4%
5.01%
+2.8%
Q2 2018$7,190,000
+0.5%
20,253
-3.2%
4.87%
+1.6%
Q1 2018$7,153,000
+0.5%
20,932
+1.6%
4.80%
-3.6%
Q4 2017$7,118,000
+4.3%
20,607
-1.5%
4.98%
-2.4%
Q3 2017$6,824,000
+2.0%
20,913
-0.7%
5.10%
-3.2%
Q2 2017$6,691,000
+1.4%
21,069
-0.3%
5.27%
-4.9%
Q1 2017$6,599,000
+1.7%
21,124
-1.8%
5.54%
-5.7%
Q4 2016$6,491,000
+5.6%
21,513
-1.2%
5.88%
+3.8%
Q3 2016$6,144,000
+1.9%
21,766
-1.8%
5.66%
-2.6%
Q2 2016$6,032,000
-21.7%
22,157
-24.5%
5.82%
-24.8%
Q1 2016$7,707,000
+8.1%
29,336
+4.5%
7.73%
-0.2%
Q4 2015$7,129,00028,0647.74%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2023
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