WealthShield Partners, 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
WealthShield Partners, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$506,763
+0.9%
1,106
+5.8%
0.08%0.0%
Q2 2023$502,042
+4.5%
1,0450.0%0.08%
-1.3%
Q1 2023$480,285
-0.8%
1,045
-4.0%
0.08%
-17.2%
Q4 2022$484,012
+10.3%
1,0890.0%0.09%
+6.9%
Q3 2022$439,000
-7.6%
1,089
-4.9%
0.09%
-7.4%
Q2 2022$475,000
-15.6%
1,1450.0%0.09%
+4.4%
Q1 2022$563,000
-48.7%
1,145
-46.0%
0.09%
-50.8%
Q4 2021$1,097,000
+549.1%
2,120
+514.5%
0.18%
+603.8%
Q2 2021$169,000
+10.5%
345
+7.1%
0.03%
-3.7%
Q1 2021$153,000
-29.5%
322
-44.4%
0.03%
-74.5%
Q4 2019$217,000
-4.0%
579
-9.8%
0.11%
-11.7%
Q3 2019$226,000
-8.1%
642
-7.5%
0.12%
-16.1%
Q2 2019$246,000
+2.9%
694
+0.3%
0.14%
+6.7%
Q1 2019$239,000
-8.1%
692
-19.1%
0.13%
-24.3%
Q4 2018$260,000
-17.5%
8550.0%0.18%
-1.7%
Q3 2018$315,000
+3.6%
8550.0%0.18%
-2.7%
Q2 2018$304,000
+3.8%
8550.0%0.18%
-0.5%
Q1 2018$293,000
-1.7%
8550.0%0.19%
+2.8%
Q4 2017$298,0008550.18%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2019
NameSharesValueWeighting ↓
KLS Professional Advisors Group, LLC 1,169,912$304,832,00056.21%
APERIMUS CAPITAL, LLC 197,058$51,345,00033.39%
Spectrum Management Group, LLC 134,196$34,966,00021.74%
Capstone Financial Advisors, Inc. 105,235$27,420,00019.07%
LBA Wealth Management, LLC 79,236$20,646,00016.83%
SHINE INVESTMENT ADVISORY SERVICES INC 52,782$13,753,000,00015.92%
Sage Advisory Services, Ltd.Co. 425,377$110,836,00013.80%
Leonetti & Associates, LLC 139,846$36,438,00012.51%
Confluence Wealth Management LLC 83,028$21,634,00012.33%
Financial Advisory Group 77,761$20,261,00011.51%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders