Winthrop Advisory Group 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
Winthrop Advisory Group LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,265,901
-5.6%
4,945
-1.0%
0.37%
-3.4%
Q2 2023$2,399,369
+4.0%
4,994
-0.5%
0.38%
-5.4%
Q1 2023$2,307,334
+2.8%
5,020
-0.2%
0.41%
-4.5%
Q4 2022$2,244,116
+10.5%
5,030
+0.4%
0.43%
-2.1%
Q3 2022$2,030,000
-2.4%
5,009
-0.1%
0.44%
-10.9%
Q2 2022$2,080,000
-15.8%
5,0120.0%0.49%
-5.2%
Q1 2022$2,470,000
-12.3%
5,012
-7.6%
0.52%
-9.0%
Q4 2021$2,817,000
+7.1%
5,425
-0.5%
0.57%
-3.2%
Q3 2021$2,630,000
-0.8%
5,454
+1.0%
0.58%
-1.8%
Q2 2021$2,651,000
+1.7%
5,399
-1.4%
0.60%
-7.3%
Q1 2021$2,607,000
+13.3%
5,4760.0%0.64%
+6.8%
Q4 2020$2,300,000
+22.3%
5,476
-0.4%
0.60%
+4.5%
Q3 2020$1,881,000
+5.9%
5,500
-0.2%
0.58%
-8.1%
Q2 2020$1,776,000
+22.7%
5,510
+0.1%
0.63%
+8.3%
Q1 2020$1,447,000
-50.4%
5,506
-29.2%
0.58%
-44.9%
Q4 2019$2,918,000
+6.6%
7,773
+0.1%
1.05%
-3.0%
Q3 2019$2,738,000
+0.1%
7,768
+0.7%
1.08%
-5.4%
Q2 2019$2,736,000
-2.7%
7,717
-4.4%
1.14%
-7.4%
Q1 2019$2,811,000
+23.1%
8,071
+7.0%
1.24%
+6.5%
Q4 2018$2,283,000
+5.3%
7,543
+27.8%
1.16%
-4.9%
Q3 2018$2,169,000
+4.5%
5,902
+1.0%
1.22%
-10.2%
Q2 2018$2,075,000
+5.6%
5,846
+2.0%
1.36%
-1.6%
Q1 2018$1,965,000
-2.8%
5,729
-0.5%
1.38%
-3.8%
Q4 2017$2,022,0005,7581.44%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 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