Steward Partners Investment Advisory, 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 1,145 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2024$12,982,828
-4.9%
24,263
-1.1%
0.14%
-9.3%
Q1 2024$13,653,252
+9.8%
24,539
+0.1%
0.15%
-10.1%
Q4 2023$12,436,944
+14.0%
24,512
+2.6%
0.17%0.0%
Q3 2023$10,905,148
-5.3%
23,881
-0.7%
0.17%
-2.9%
Q2 2023$11,514,021
+5.9%
24,042
+1.3%
0.17%
-0.6%
Q1 2023$10,876,052
+8.5%
23,726
+4.8%
0.17%
+1.8%
Q4 2022$10,028,303
+64.6%
22,648
+49.3%
0.17%
+50.0%
Q3 2022$6,091,000
+24.5%
15,165
+28.2%
0.11%
+26.7%
Q2 2022$4,892,000
-15.0%
11,831
+0.8%
0.09%
+1.1%
Q1 2022$5,756,000
-11.5%
11,736
-6.6%
0.09%
-10.1%
Q4 2021$6,501,000
+11.0%
12,559
+3.1%
0.10%
-2.0%
Q3 2021$5,856,000
-8.2%
12,179
-6.2%
0.10%
-6.5%
Q2 2021$6,378,000
-99.9%
12,989
-50.1%
0.11%
-0.9%
Q1 2021$12,386,074,000
+278551.8%
26,018
+145.8%
0.11%
+13.5%
Q4 2020$4,445,000
+40.5%
10,585
+13.4%
0.10%
+20.0%
Q3 2020$3,163,000
-8.1%
9,336
-12.0%
0.08%
-18.4%
Q2 2020$3,443,000
+10.6%
10,610
-10.4%
0.10%
-14.0%
Q1 2020$3,113,000
-44.3%
11,843
-20.4%
0.11%
-30.9%
Q4 2019$5,588,000
+51.3%
14,886
+42.0%
0.16%
+33.1%
Q3 2019$3,694,000
-33.0%
10,481
-32.6%
0.12%
-38.6%
Q2 2019$5,514,000
+27.9%
15,552
+24.6%
0.20%
+10.4%
Q1 2019$4,311,000
+17.5%
12,483
+3.0%
0.18%
+2.2%
Q4 2018$3,669,000
-23.1%
12,123
-6.6%
0.18%
-21.5%
Q3 2018$4,770,000
+13.9%
12,982
+10.0%
0.23%
-8.8%
Q2 2018$4,188,000
+10.3%
11,797
+6.2%
0.25%
-3.8%
Q1 2018$3,797,000
+66.0%
11,112
+67.8%
0.26%
+48.6%
Q4 2017$2,287,000
+49.3%
6,622
+41.0%
0.18%
+12.2%
Q3 2017$1,532,000
+46.7%
4,697
+42.8%
0.16%
+33.3%
Q2 2017$1,044,000
+3.6%
3,289
+1.9%
0.12%
-23.0%
Q1 2017$1,008,000
-40.0%
3,227
-42.1%
0.15%
-80.2%
Q4 2016$1,680,0005,5700.77%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
LCM Capital Management Inc 42,280$22,623,27914.11%
Conservest Capital Advisors, Inc. 231,963$129,065,66113.92%
Divergent Planning, LLC 61,926$33,000,61713.15%
Granite Bay Wealth Management, LLC 2,113,449$1,136,51311.46%
USA FINANCIAL FORMULAS 131,970$70,614,50811.45%
Oldfather Financial Services, LLC 52,028$27,838,95811.42%
CUMBERLAND ADVISORS INC 47,102$25,203,33810.32%
WADDELL & ASSOCIATES, LLC 136,396$72,982,5839.60%
Tandem Wealth Advisors LLC 32,711$17,503,0079.38%
Hummer Financial Advisory Services Inc 17,138$9,204,4337.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders