EverSource 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 1,108 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
EverSource Wealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,578,148
+8.0%
3,456
+13.3%
0.17%
+3.7%
Q2 2023$1,461,154
+1.3%
3,051
-3.1%
0.16%
-10.6%
Q1 2023$1,442,616
+21.7%
3,147
+17.5%
0.18%0.0%
Q4 2022$1,185,792
+1502.4%
2,678
+1355.4%
0.18%
+958.8%
Q3 2022$74,000
+32.1%
184
+70.4%
0.02%
+6.2%
Q4 2021$56,0001080.02%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 5,333$2,564,00064.29%
LCM Capital Management Inc 36,994$17,790,00015.04%
Resource Management, LLC 268,997$129,355,00014.77%
Conservest Capital Advisors, Inc. 228,700$109,977,00012.39%
Oldfather Financial Services, LLC 41,759$22,096,00011.35%
WADDELL & ASSOCIATES, LLC 127,195$61,166,00010.42%
Tiller Private Wealth, Inc. 23,219$11,165,0008.42%
Arvest Bank Trust Division 301,385$144,930,0008.13%
Veritable, L.P. 1,025,849$493,310,0007.94%
Corsicana & Co. 25,923$12,466,0007.94%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders