Venturi Wealth Management, 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 698 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2017. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,939,169
+2.0%
4,247
+2.4%
0.15%
-2.6%
Q1 2023$1,900,844
+6.1%
4,147
+2.5%
0.16%
-1.3%
Q4 2022$1,791,794
+15.7%
4,047
+4.9%
0.16%
+6.0%
Q3 2022$1,549,000
-2.9%
3,8570.0%0.15%
+4.9%
Q2 2022$1,595,000
-17.7%
3,857
-2.4%
0.14%
-4.7%
Q1 2022$1,938,000
-9.6%
3,951
-4.6%
0.15%
-8.0%
Q4 2021$2,143,000
-45.3%
4,140
-49.1%
0.16%
-50.5%
Q3 2021$3,915,000
-39.9%
8,140
-38.6%
0.33%
-43.5%
Q2 2021$6,513,000
+0.3%
13,264
-2.8%
0.58%
-6.6%
Q1 2021$6,493,000
+1749.9%
13,640
+1531.6%
0.62%
+1622.2%
Q4 2020$351,000
-67.6%
836
-75.0%
0.04%
-75.2%
Q2 2020$1,083,000
+243.8%
3,338
+297.4%
0.14%
+281.6%
Q4 2019$315,000
+6.4%
8400.0%0.04%0.0%
Q3 2019$296,000
-18.9%
840
-18.4%
0.04%
-22.4%
Q2 2019$365,000
-11.6%
1,030
-12.8%
0.05%
-9.3%
Q1 2019$413,000
+26.7%
1,181
+7.4%
0.05%
+1.9%
Q4 2018$326,000
+9.4%
1,100
+34.6%
0.05%0.0%
Q3 2018$298,000
-0.3%
8170.0%0.05%
-5.4%
Q2 2018$299,000
+4.5%
817
-2.4%
0.06%
+1.8%
Q1 2018$286,000
+0.4%
837
+1.5%
0.06%0.0%
Q4 2017$285,000
+2.9%
825
-1.8%
0.06%
-6.8%
Q3 2017$277,000
+35.1%
840
+30.2%
0.06%
+25.5%
Q2 2017$205,0006450.05%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2017
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