Sage Financial Management Group, 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sage Financial Management Group, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,050
-6.4%
4,489
-1.9%
1.23%
-90.6%
Q2 2023$2,191
+50.5%
4,574
+44.0%
13.15%
+1021.2%
Q1 2023$1,456
-29.3%
3,176
-31.7%
1.17%
-18.5%
Q4 2022$2,059
-99.9%
4,649
+25.7%
1.44%
+9.9%
Q3 2022$1,485,000
-32.0%
3,698
-30.0%
1.31%
-14.4%
Q2 2022$2,185,000
-15.7%
5,285
-0.0%
1.53%
-14.0%
Q1 2022$2,593,000
-6.2%
5,286
-1.0%
1.78%
-3.5%
Q4 2021$2,763,000
+7.8%
5,338
+0.1%
1.84%
-97.1%
Q3 2021$2,564,000
-3.3%
5,333
-1.3%
64.29%
+2558.9%
Q2 2021$2,652,000
+17.7%
5,401
+14.1%
2.42%
+39.3%
Q1 2021$2,254,000
-13.1%
4,735
-23.3%
1.74%
-14.7%
Q4 2020$2,593,0006,1742.03%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 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