FLAGSHIP HARBOR 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 808 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2017. The put-call ratio across all filers is 1.10 and the average weighting 1.0%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$465,983
-4.7%
1,0200.0%0.04%
-2.5%
Q2 2023$488,710
+4.4%
1,020
-0.1%
0.04%
-9.1%
Q1 2023$468,248
+3.6%
1,021
+0.1%
0.04%
-4.3%
Q4 2022$451,849
+10.2%
1,0200.0%0.05%
-4.2%
Q3 2022$410,000
-2.8%
1,0200.0%0.05%
+2.1%
Q2 2022$422,000
-15.6%
1,0200.0%0.05%
-2.1%
Q1 2022$500,000
-5.3%
1,0200.0%0.05%
-4.0%
Q4 2021$528,000
+106.2%
1,020
+96.2%
0.05%
+78.6%
Q3 2021$256,0000.0%5200.0%0.03%
+3.7%
Q2 2021$256,000
+3.2%
5200.0%0.03%
-3.6%
Q1 2021$248,000
+13.2%
5200.0%0.03%
+3.7%
Q4 2020$219,000
+24.4%
5200.0%0.03%
+12.5%
Q3 2020$176,000
+2.9%
520
-1.3%
0.02%
-4.0%
Q2 2020$171,000
-23.7%
527
-38.1%
0.02%
-44.4%
Q1 2020$224,000
-14.8%
852
+21.4%
0.04%
-2.2%
Q4 2019$263,000
+6.5%
702
+0.1%
0.05%
-4.2%
Q3 2019$247,000
-0.4%
7010.0%0.05%
-5.9%
Q2 2019$248,000
-0.8%
701
-3.2%
0.05%0.0%
Q1 2019$250,000
+9.2%
724
-4.2%
0.05%
-8.9%
Q4 2018$229,000
-14.9%
756
+2.6%
0.06%
+12.0%
Q3 2018$269,000
+3.1%
737
+0.1%
0.05%
-3.8%
Q2 2018$261,000
+11.1%
736
+4.2%
0.05%
-25.7%
Q1 2018$235,000
-24.2%
706
-19.0%
0.07%
-21.3%
Q4 2017$310,000
+15.2%
872
+6.7%
0.09%
+2.3%
Q3 2017$269,000
+14.0%
817
+9.8%
0.09%
+6.1%
Q2 2017$236,0007440.08%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 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