Kalos 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 810 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q1 2023$917
-100.0%
2
-100.0%
0.00%
-99.9%
Q2 2018$3,555,000
-50.0%
10,404
-50.0%
1.61%
-23.3%
Q1 2018$7,110,000
+152.9%
20,808
+131.3%
2.10%
+5.5%
Q1 2017$2,811,000
-10.0%
8,996
-13.1%
1.99%
-21.0%
Q4 2016$3,123,000
+114.6%
10,351
+100.9%
2.52%
+103.4%
Q3 2016$1,455,000
+4.0%
5,153
+0.3%
1.24%
+14.6%
Q2 2016$1,399,000
+5280.8%
5,139
-80.5%
1.08%
+5594.7%
Q4 2015$26,00026,4200.02%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2018
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