Wealthcare Advisory Partners 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 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,724,368
-7.0%
5,966
-2.5%
0.12%
-4.6%
Q2 2023$2,930,162
+3.5%
6,118
-0.9%
0.13%
+7.4%
Q1 2023$2,829,733
-17.1%
6,173
-19.9%
0.12%
-25.2%
Q4 2022$3,413,966
+13.4%
7,710
+2.9%
0.16%
-5.2%
Q3 2022$3,011,000
+53.9%
7,496
+58.5%
0.17%
+45.8%
Q2 2022$1,956,000
-17.4%
4,730
-2.1%
0.12%
-18.1%
Q1 2022$2,369,000
-8.8%
4,831
-3.8%
0.14%
-7.1%
Q4 2021$2,599,000
-1.7%
5,021
-8.6%
0.16%
-10.4%
Q3 2021$2,643,000
-9.7%
5,495
-7.8%
0.17%
-11.7%
Q2 2021$2,927,000
+0.4%
5,960
-2.6%
0.20%
-7.1%
Q1 2021$2,915,000
-1.8%
6,122
-13.4%
0.21%
-20.1%
Q4 2020$2,967,000
+28.3%
7,066
+3.5%
0.26%
+3.9%
Q3 2020$2,313,000
-0.3%
6,825
-4.5%
0.25%
-12.1%
Q2 2020$2,319,000
+9.9%
7,147
-11.0%
0.29%
-6.5%
Q1 2020$2,111,000
-60.8%
8,032
-44.0%
0.31%
-54.9%
Q4 2019$5,389,000
+1.7%
14,355
-4.5%
0.68%
-10.9%
Q3 2019$5,300,000
-5.4%
15,036
-4.9%
0.77%
-13.4%
Q2 2019$5,605,000
-3.9%
15,807
-6.4%
0.89%
-10.8%
Q1 2019$5,834,000
-60.6%
16,890
-65.4%
1.00%
-65.3%
Q4 2018$14,794,000
-16.9%
48,877
+0.8%
2.87%
-12.2%
Q3 2018$17,813,000
+7.8%
48,477
+4.1%
3.27%
+1.0%
Q2 2018$16,527,000
+8.1%
46,553
+4.1%
3.24%
-6.2%
Q1 2018$15,288,000
+2.5%
44,738
+3.6%
3.45%
-10.0%
Q4 2017$14,919,000
+10.5%
43,192
+4.4%
3.84%
-4.4%
Q3 2017$13,504,000
+17.5%
41,382
+14.3%
4.01%
-28.2%
Q2 2017$11,497,000
+10.3%
36,197
+8.5%
5.59%
-1.8%
Q1 2017$10,419,000
+7.9%
33,350
+4.2%
5.69%
-0.5%
Q4 2016$9,659,000
+18.5%
32,013
+10.9%
5.71%
+8.0%
Q3 2016$8,150,000
+10.4%
28,873
+6.5%
5.29%
+1.8%
Q2 2016$7,382,00027,1165.20%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders