OneDigital Investment 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$3,257,297
-8.3%
7,133
-3.8%
0.07%
-10.1%
Q2 2023$3,551,947
+4.2%
7,417
-0.3%
0.08%
-1.2%
Q1 2023$3,409,681
+12.2%
7,438
+8.4%
0.08%
-9.1%
Q4 2022$3,038,377
+43.9%
6,862
+30.6%
0.09%
+12.8%
Q3 2022$2,111,000
+0.1%
5,256
+3.1%
0.08%
-14.3%
Q2 2022$2,108,000
-14.2%
5,097
+1.7%
0.09%
-2.2%
Q1 2022$2,458,000
-3.8%
5,012
+1.6%
0.09%
+3.3%
Q4 2021$2,554,000
+7.1%
4,934
-0.5%
0.09%
-5.3%
Q3 2021$2,384,000
-2.4%
4,958
-0.3%
0.10%
-5.9%
Q2 2021$2,442,000
+2.7%
4,973
-0.5%
0.10%
-9.0%
Q1 2021$2,378,000
+24.0%
4,996
+9.4%
0.11%
+11.0%
Q4 2020$1,918,000
+17.1%
4,567
-5.5%
0.10%
-11.5%
Q3 2020$1,638,000
-33.8%
4,835
-36.6%
0.11%
-36.5%
Q2 2020$2,474,000
+35.5%
7,624
+9.7%
0.18%
+9.9%
Q1 2020$1,826,000
-31.1%
6,948
-1.5%
0.16%
-22.5%
Q4 2019$2,649,000
+6.1%
7,057
-0.4%
0.21%
-6.7%
Q3 2019$2,496,000
+34.9%
7,082
+35.7%
0.22%
+56.6%
Q2 2019$1,850,000
+237.6%
5,218
+229.0%
0.14%
+78.8%
Q1 2019$548,000
-27.6%
1,586
-36.6%
0.08%
-37.5%
Q4 2018$757,000
+150.7%
2,502
+194.4%
0.13%
+103.2%
Q2 2018$302,000
-12.7%
850
-16.0%
0.06%
-17.1%
Q1 2018$346,000
-0.6%
1,012
+0.4%
0.08%
+90.0%
Q4 2017$348,000
+4.5%
1,008
-1.1%
0.04%
-67.2%
Q3 2017$333,000
+3.4%
1,019
+0.6%
0.12%
+27.1%
Q2 2017$322,0001,0130.10%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
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