BlueSky Wealth 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 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
BlueSky Wealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$225,124
-4.7%
4930.0%0.05%
-2.1%
Q2 2023$236,103
+4.5%
4930.0%0.05%0.0%
Q1 2023$225,996
+3.5%
4930.0%0.05%
-2.1%
Q4 2022$218,295
+7.0%
4930.0%0.05%
+6.7%
Q2 2022$204,000
-15.7%
4930.0%0.04%
-4.3%
Q1 2022$242,000
-5.1%
4930.0%0.05%0.0%
Q4 2021$255,000
+7.6%
4930.0%0.05%
+2.2%
Q3 2021$237,000
-2.5%
4930.0%0.05%
-4.2%
Q2 2021$243,000
-48.3%
493
-48.8%
0.05%
-54.7%
Q1 2021$470,000
+16.3%
9620.0%0.11%
+8.2%
Q4 2020$404,000
+15.8%
9620.0%0.10%
+7.7%
Q3 2020$349,000
+11.9%
9620.0%0.09%
+2.2%
Q2 2020$312,000
+23.3%
9620.0%0.09%
-4.3%
Q1 2020$253,000
-32.4%
962
-3.7%
0.09%
-23.8%
Q4 2019$374,000
+9.7%
9990.0%0.12%
+4.3%
Q3 2019$341,0000.0%999
+3.8%
0.12%
-3.3%
Q2 2019$341,000
+0.6%
962
-0.4%
0.12%
-1.6%
Q1 2019$339,000
+8.3%
966
+0.3%
0.12%
+0.8%
Q4 2018$313,000
-8.5%
963
+0.1%
0.12%
-6.2%
Q3 2018$342,0000.0%9620.0%0.13%
-0.8%
Q2 2018$342,000
+4.0%
9620.0%0.13%
+4.0%
Q1 2018$329,000
-0.9%
9620.0%0.13%
-8.0%
Q4 2017$332,000
+5.7%
9620.0%0.14%
+0.7%
Q3 2017$314,000
+2.6%
9620.0%0.14%
-4.2%
Q2 2017$306,000
+1.7%
9620.0%0.14%
-1.4%
Q1 2017$301,000
-0.3%
962
-3.8%
0.14%
-2.7%
Q4 2016$302,0001,0000.15%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2022
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