Global Retirement 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 698 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2017. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,322,270
-7.3%
5,212
-0.4%
0.12%
-4.1%
Q2 2023$2,505,392
+6.6%
5,231
-0.3%
0.12%
-2.4%
Q1 2023$2,349,645
+1.1%
5,247
-0.0%
0.12%
-21.9%
Q4 2022$2,324,416
+0.1%
5,249
+0.3%
0.16%
-9.1%
Q3 2022$2,322,000
+7.3%
5,2330.0%0.18%
+1.1%
Q2 2022$2,164,000
-4.9%
5,2330.0%0.17%
-2.8%
Q1 2022$2,275,000
+5.7%
5,233
+16.9%
0.18%
-16.0%
Q3 2021$2,153,000
-2.1%
4,4780.0%0.21%
-5.3%
Q2 2021$2,199,000
+3.3%
4,478
+0.2%
0.22%
-9.6%
Q1 2021$2,128,000
+13.3%
4,470
-0.0%
0.25%
+6.0%
Q4 2020$1,878,000
+22.5%
4,471
-1.1%
0.24%
+4.9%
Q3 2020$1,533,000
+0.5%
4,523
-3.8%
0.22%
-7.8%
Q2 2020$1,525,000
+12.0%
4,700
-9.3%
0.24%
-5.8%
Q1 2020$1,362,000
-32.9%
5,182
-4.2%
0.26%
-17.0%
Q4 2019$2,030,000
+22.7%
5,407
+15.2%
0.31%
+14.3%
Q3 2019$1,654,000
+4.4%
4,693
+5.0%
0.27%
-10.5%
Q2 2019$1,585,000
-9.3%
4,471
-11.6%
0.30%
-28.1%
Q1 2019$1,747,000
-17.4%
5,057
-27.6%
0.42%
-21.8%
Q4 2018$2,115,000
-16.6%
6,989
+1.3%
0.54%
-5.6%
Q3 2018$2,535,000
+3.7%
6,899
+0.2%
0.57%
-7.3%
Q2 2018$2,445,000
+3.1%
6,886
-0.8%
0.62%
-5.4%
Q1 2018$2,371,000
-71.7%
6,939
-71.4%
0.65%
-71.6%
Q4 2017$8,380,000
+8.5%
24,262
+2.5%
2.30%
-27.9%
Q3 2017$7,722,000
+6.6%
23,662
+3.7%
3.19%
-6.3%
Q2 2017$7,244,000
+7.7%
22,808
+5.9%
3.41%
-9.4%
Q1 2017$6,726,000
+18.6%
21,528
+14.6%
3.76%
-1.3%
Q4 2016$5,669,00018,7873.81%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2017
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