Lake Point Wealth Management - 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 926 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2022$1,0000.0%30.0%0.00%
Q1 2022$1,000
-50.0%
30.0%0.00%
-100.0%
Q4 2021$2,000
+100.0%
30.0%0.00%
Q3 2021$1,0000.0%30.0%0.00%
Q2 2021$1,0000.0%30.0%0.00%
-100.0%
Q1 2020$1,0000.0%30.0%0.00%
Q4 2019$1,000
-97.6%
3
-97.5%
0.00%
-100.0%
Q2 2019$42,0000.0%1190.0%0.02%0.0%
Q1 2019$42,000
-98.6%
119
-98.8%
0.02%
-98.7%
Q4 2018$3,079,00010,1721.15%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2019
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