Bristlecone 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 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bristlecone Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,885,857
-4.7%
6,3200.0%0.32%
+6.6%
Q2 2023$3,026,598
+4.5%
6,3200.0%0.30%
-4.4%
Q1 2023$2,897,043
+3.5%
6,3200.0%0.32%
-7.3%
Q4 2022$2,798,328
+7.7%
6,320
-2.3%
0.34%
+1.2%
Q3 2022$2,599,000
-2.9%
6,4720.0%0.34%
+2.7%
Q2 2022$2,676,000
-17.1%
6,472
-1.7%
0.33%
-16.7%
Q1 2022$3,228,000
-5.3%
6,582
-0.1%
0.40%
-3.2%
Q4 2021$3,410,000
+7.7%
6,5870.0%0.41%
-1.4%
Q3 2021$3,167,000
-2.5%
6,587
-0.4%
0.42%
-5.7%
Q2 2021$3,248,000
+2.1%
6,616
-1.0%
0.44%
-8.5%
Q1 2021$3,182,000
+11.2%
6,684
-1.9%
0.48%
+5.7%
Q4 2020$2,861,000
+19.5%
6,814
-3.6%
0.46%
+4.1%
Q3 2020$2,395,000
+4.7%
7,069
+0.3%
0.44%
-5.6%
Q2 2020$2,287,000
+5.0%
7,049
-14.9%
0.46%
-10.8%
Q1 2020$2,178,000
-35.7%
8,284
-8.2%
0.52%
-23.7%
Q4 2019$3,388,000
+7.3%
9,025
+0.8%
0.68%
-11.6%
Q3 2019$3,157,000
-3.5%
8,956
-2.9%
0.77%
-1.0%
Q2 2019$3,272,000
+3.1%
9,226
+0.4%
0.78%
-12.6%
Q1 2019$3,173,000
+17.0%
9,185
+2.6%
0.89%
+9.2%
Q4 2018$2,711,000
-18.1%
8,956
-0.5%
0.81%
-2.3%
Q3 2018$3,309,000
+13.6%
9,005
+9.7%
0.83%
-14.1%
Q2 2018$2,914,000
+3.5%
8,207
-0.4%
0.97%
+2.5%
Q1 2018$2,816,000
-7.7%
8,240
-6.7%
0.95%
-2.2%
Q4 2017$3,051,000
+4.8%
8,833
-1.0%
0.97%
+2.3%
Q3 2017$2,910,000
+2.3%
8,918
-0.4%
0.94%
-2.0%
Q2 2017$2,844,000
+6.6%
8,954
+4.9%
0.96%
+3.4%
Q1 2017$2,668,000
-1.9%
8,539
-5.3%
0.93%
-3.9%
Q4 2016$2,720,000
+50.9%
9,014
+41.2%
0.97%
+49.5%
Q3 2016$1,802,000
-57.0%
6,385
-82.4%
0.65%
-58.1%
Q2 2016$4,195,000
-99.8%
36,213
+331.6%
1.55%
+77.3%
Q1 2016$2,204,201,000
+104513.2%
8,390
+1.2%
0.87%
-1.9%
Q4 2015$2,107,0008,2940.89%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
KLS Professional Advisors Group, LLC 1,169,912$304,832,00056.21%
APERIMUS CAPITAL, LLC 197,058$51,345,00033.39%
Spectrum Management Group, LLC 134,196$34,966,00021.74%
Capstone Financial Advisors, Inc. 105,235$27,420,00019.07%
LBA Wealth Management, LLC 79,236$20,646,00016.83%
SHINE INVESTMENT ADVISORY SERVICES INC 52,782$13,753,000,00015.92%
Sage Advisory Services, Ltd.Co. 425,377$110,836,00013.80%
Leonetti & Associates, LLC 139,846$36,438,00012.51%
Confluence Wealth Management LLC 83,028$21,634,00012.33%
Financial Advisory Group 77,761$20,261,00011.51%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders