Integrated Wealth Concepts 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 860 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2024$812,635
-4.9%
1,519
-1.2%
0.01%
-8.3%
Q1 2024$854,938
+9.8%
1,537
+0.2%
0.01%
-7.7%
Q4 2023$778,452
+55.8%
1,534
+40.2%
0.01%
+44.4%
Q3 2023$499,606
-4.5%
1,094
+0.2%
0.01%0.0%
Q2 2023$523,089
+231355.3%
1,092
+122.0%
0.01%
+80.0%
Q1 2023$226
+3.2%
492
-0.6%
0.01%
-16.7%
Q4 2022$219
-99.9%
495
+2.3%
0.01%
-14.3%
Q1 2022$237,000
-5.6%
4840.0%0.01%0.0%
Q4 2021$251,000
+7.7%
484
-0.2%
0.01%
-12.5%
Q3 2021$233,000
-2.1%
4850.0%0.01%0.0%
Q2 2021$238,000
+5.3%
485
+2.1%
0.01%
-11.1%
Q1 2021$226,000
+6.1%
475
-6.3%
0.01%
-10.0%
Q4 2020$213,000
-57.8%
507
-62.3%
0.01%
-76.7%
Q4 2019$505,000
-7.5%
1,346
-13.1%
0.04%
-29.5%
Q3 2019$546,000
+1.3%
1,549
-8.0%
0.06%
-14.1%
Q2 2019$539,000
+7.4%
1,684
+15.8%
0.07%
-16.5%
Q1 2019$502,000
+119.2%
1,454
+111.6%
0.08%
-7.6%
Q1 2018$229,000
-12.3%
687
-6.9%
0.09%
-17.9%
Q4 2017$261,0007380.11%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2019
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders