Valeo Financial 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 1,021 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
Valeo Financial Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$321,018
-4.7%
7030.0%0.02%0.0%
Q2 2023$336,674
+0.8%
703
-3.4%
0.02%
-6.2%
Q1 2023$333,921
+18.8%
728
+14.6%
0.02%
+6.7%
Q4 2022$281,172
+10.3%
6350.0%0.02%
-6.2%
Q3 2022$255,000
+8.1%
635
+11.4%
0.02%
+6.7%
Q2 2022$236,000
-31.0%
570
-18.2%
0.02%
-11.8%
Q1 2022$342,000
+15.9%
697
+22.3%
0.02%
+6.2%
Q4 2021$295,000
-0.3%
570
-7.5%
0.02%
-5.9%
Q3 2021$296,000
-12.7%
616
-10.9%
0.02%
-19.0%
Q2 2021$339,000
+15.7%
691
+12.2%
0.02%
+50.0%
Q1 2021$293,000
+14.0%
616
+0.7%
0.01%
+7.7%
Q4 2020$257,000
+121.6%
612
+78.9%
0.01%
+30.0%
Q3 2020$116,000
+4.5%
3420.0%0.01%0.0%
Q2 2020$111,000
+11.0%
342
-4.2%
0.01%
-9.1%
Q1 2020$100,000
-29.6%
357
-5.8%
0.01%
-21.4%
Q4 2019$142,000
+14.5%
379
+7.7%
0.01%0.0%
Q3 2019$124,000
+2380.0%
352
+2414.3%
0.01%
+1300.0%
Q2 2019$5,0000.0%140.0%0.00%0.0%
Q1 2019$5,000
+25.0%
140.0%0.00%0.0%
Q4 2018$4,000
-20.0%
140.0%0.00%0.0%
Q3 2018$5,0000.0%140.0%0.00%0.0%
Q2 2018$5,000
-44.4%
14
-46.2%
0.00%0.0%
Q1 2018$9,000
-79.5%
26
-79.5%
0.00%
-85.7%
Q4 2017$44,000
+7.3%
1270.0%0.01%
-22.2%
Q3 2017$41,0001270.01%
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