Broadview Financial Management, 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 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.

Quarter-by-quarter ownership
Broadview Financial Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$525,046
-4.4%
1,150
+0.3%
0.49%
+3.6%
Q2 2023$548,980
+4.8%
1,146
+0.3%
0.47%
+2.6%
Q1 2023$524,080
-6.1%
1,143
-9.3%
0.46%
-8.8%
Q4 2022$557,962
+10.7%
1,260
+0.4%
0.50%
-0.8%
Q3 2022$504,036
-11.1%
1,255
-8.5%
0.50%
-4.5%
Q2 2022$567,000
-15.5%
1,372
+0.3%
0.53%
+6.4%
Q1 2022$671,000
-5.0%
1,368
+0.3%
0.50%
-1.2%
Q4 2021$706,000
+8.0%
1,364
+0.3%
0.50%
-0.6%
Q3 2021$654,000
-1.8%
1,360
+0.2%
0.51%
+0.8%
Q2 2021$666,000
+3.3%
1,357
+0.2%
0.50%
+0.2%
Q1 2021$645,000
+9.9%
1,354
-3.1%
0.50%
+11.3%
Q4 2020$587,000
+14.4%
1,398
-7.7%
0.45%
+4.2%
Q3 2020$513,000
+6.9%
1,515
+2.4%
0.43%
+12.5%
Q2 2020$480,000
+15.4%
1,479
-6.6%
0.38%
+3.2%
Q1 2020$416,000
-29.4%
1,583
+0.8%
0.37%
-9.3%
Q4 2019$589,000
+6.9%
1,570
+0.4%
0.41%
+0.2%
Q3 2019$551,000
+27.0%
1,564
+27.9%
0.41%
+25.1%
Q2 2019$434,000
+3.1%
1,223
+0.2%
0.33%
-0.3%
Q1 2019$421,000
+14.4%
1,220
+0.3%
0.33%
+0.3%
Q4 2018$368,000
-12.0%
1,216
+6.9%
0.33%
-13.0%
Q3 2018$418,000
+3.7%
1,137
+0.3%
0.38%
-4.3%
Q2 2018$403,000
+1.5%
1,134
-2.5%
0.39%
+0.3%
Q1 2018$397,000
-3.2%
1,163
-2.0%
0.39%
-1.5%
Q4 2017$410,0001,1870.40%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders