Costello Asset Management, INC - 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 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$78,542
-4.7%
1720.0%0.07%
+1.4%
Q2 2023$82,373
+4.5%
1720.0%0.07%
-12.3%
Q1 2023$78,847
+3.5%
1720.0%0.08%
+17.4%
Q4 2022$76,160
+10.4%
1720.0%0.07%
+6.2%
Q3 2022$69,000
-2.8%
1720.0%0.06%
+6.6%
Q2 2022$71,000
-15.5%
1720.0%0.06%
+5.2%
Q1 2022$84,000
-5.6%
1720.0%0.06%
+7.4%
Q4 2021$89,000
+7.2%
1720.0%0.05%
+1.9%
Q3 2021$83,000
-1.2%
1720.0%0.05%
-3.6%
Q2 2021$84,000
+2.4%
1720.0%0.06%
-3.5%
Q1 2021$82,000
+13.9%
1720.0%0.06%
+5.6%
Q4 2020$72,000
+24.1%
1720.0%0.05%
+5.9%
Q3 2020$58,000
+3.6%
1720.0%0.05%
-7.3%
Q2 2020$56,0001720.06%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2023
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