Belpointe Asset 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$556,803
+122.2%
1,219
+133.1%
0.06%
+114.8%
Q2 2023$250,540
-83.6%
523
-84.3%
0.03%
-67.5%
Q1 2023$1,528,555
-9.9%
3,334
-13.0%
0.08%
-19.4%
Q4 2022$1,697,083
+86.3%
3,833
+69.2%
0.10%
+66.1%
Q3 2022$911,000
-30.7%
2,265
-45.3%
0.06%
-29.5%
Q2 2022$1,314,000
+19.7%
4,137
+84.7%
0.09%
+31.3%
Q1 2022$1,098,000
-74.6%
2,240
-73.2%
0.07%
-75.2%
Q4 2021$4,326,000
-20.1%
8,356
-25.7%
0.27%
-26.8%
Q3 2021$5,412,000
+44.9%
11,252
+48.0%
0.37%
+37.2%
Q2 2021$3,734,000
-22.7%
7,604
-25.1%
0.27%
-35.0%
Q1 2021$4,832,000
+29.3%
10,150
+14.1%
0.41%
+23.6%
Q4 2020$3,736,000
+0.1%
8,898
-31.7%
0.34%
+31.9%
Q3 2020$3,734,000
+148.6%
13,024
+181.2%
0.25%
+30.9%
Q2 2020$1,502,000
-36.2%
4,632
-48.2%
0.19%
-52.9%
Q1 2020$2,353,000
-31.9%
8,950
-2.8%
0.41%
-6.2%
Q4 2019$3,457,000
+13.9%
9,207
+6.9%
0.44%
-10.6%
Q3 2019$3,036,000
-6.5%
8,614
-5.9%
0.49%
-23.2%
Q2 2019$3,247,000
+653.4%
9,158
+633.2%
0.64%
+660.7%
Q1 2019$431,000
+31.0%
1,249
+15.0%
0.08%
+1.2%
Q4 2018$329,000
-90.7%
1,086
-88.7%
0.08%
-85.2%
Q3 2018$3,534,000
+2.6%
9,616
-0.9%
0.56%
-41.9%
Q2 2018$3,444,000
+9.7%
9,700
+5.6%
0.96%
+5.1%
Q1 2018$3,139,000
-13.9%
9,186
-13.0%
0.92%
+14.5%
Q4 2017$3,646,000
+24.4%
10,555
+17.5%
0.80%
+16.5%
Q3 2017$2,931,0008,9800.69%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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