Intercontinental 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 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2023$2,850,951
+2.5%
5,953
-1.9%
0.68%
-4.2%
Q1 2023$2,780,715
+3.0%
6,066
-0.5%
0.71%
-11.5%
Q4 2022$2,700,576
+10.0%
6,099
-0.2%
0.80%
+4.2%
Q3 2022$2,456,000
-2.8%
6,1140.0%0.77%
+12.6%
Q2 2022$2,528,000
-14.9%
6,114
+1.0%
0.68%
+1.3%
Q1 2022$2,970,000
-5.5%
6,056
-0.3%
0.68%
+2.0%
Q4 2021$3,144,000
+3.1%
6,073
-4.2%
0.66%
-6.8%
Q3 2021$3,049,000
-0.0%
6,341
+2.1%
0.71%
+17.7%
Q2 2021$3,050,000
-1.0%
6,211
-4.1%
0.60%
-10.0%
Q1 2021$3,082,000
+9.0%
6,474
-3.9%
0.67%
-1.3%
Q4 2020$2,828,000
+6.8%
6,735
-13.9%
0.68%
-12.3%
Q3 2020$2,649,000
+2.6%
7,818
-1.8%
0.78%
-7.6%
Q2 2020$2,582,000
+18.8%
7,958
-3.8%
0.84%
-27.0%
Q1 2020$2,174,000
+4.9%
8,269
+51.2%
1.15%
-33.5%
Q4 2019$2,072,000
-29.5%
5,469
-34.4%
1.73%
-4.4%
Q3 2019$2,937,000
-3.6%
8,334
-3.0%
1.81%
+14.7%
Q2 2019$3,047,000
-0.7%
8,593
-3.2%
1.57%
+3.5%
Q1 2019$3,067,000
+13.0%
8,880
-0.9%
1.52%
+0.5%
Q4 2018$2,713,000
-37.8%
8,962
-24.4%
1.51%
-30.7%
Q3 2018$4,359,000
+2.4%
11,862
-1.0%
2.18%
-7.6%
Q2 2018$4,256,000
+5.9%
11,987
+1.9%
2.36%
+1.6%
Q1 2018$4,018,000
-3.4%
11,759
-2.3%
2.33%
-0.1%
Q4 2017$4,158,000
+13.8%
12,039
+7.5%
2.33%
+4.4%
Q3 2017$3,655,000
+17.0%
11,201
+13.8%
2.23%
+11.1%
Q2 2017$3,125,000
+73.7%
9,840
+70.9%
2.01%
+86.1%
Q1 2017$1,799,000
+28.2%
5,757
+23.8%
1.08%
+19.2%
Q4 2016$1,403,000
+33.0%
4,651
+24.4%
0.90%
+20.3%
Q3 2016$1,055,000
+24.1%
3,738
+19.7%
0.75%
+20.1%
Q2 2016$850,0003,1230.63%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2019
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