EVOKE WEALTH, 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 1,131 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
EVOKE WEALTH, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$665,107
-4.6%
1,4520.0%0.02%
-4.2%
Q2 2023$697,374
+4.5%
1,4520.0%0.02%0.0%
Q1 2023$667,151
+3.5%
1,4520.0%0.02%
+4.3%
Q4 2022$644,664
+38.9%
1,452
+26.2%
0.02%
+21.1%
Q3 2022$464,000
-2.7%
1,1510.0%0.02%
+5.6%
Q2 2022$477,000
-15.9%
1,151
+0.1%
0.02%
-5.3%
Q1 2022$567,000
-5.0%
1,150
+0.1%
0.02%0.0%
Q4 2021$597,000
+8.0%
1,149
+0.1%
0.02%
-9.5%
Q3 2021$553,000
-2.1%
1,1480.0%0.02%0.0%
Q2 2021$565,000
+3.1%
1,1480.0%0.02%
-16.0%
Q1 2021$548,000
+13.2%
1,1480.0%0.02%
-24.2%
Q4 2020$484,000
+24.1%
1,1480.0%0.03%
+3.1%
Q3 2020$390,000
-23.8%
1,148
-26.8%
0.03%
-36.0%
Q2 2020$512,000
-99.9%
1,568
-19.1%
0.05%
-31.5%
Q1 2020$511,612,000
-47.6%
1,938
-24.9%
0.07%
-41.1%
Q4 2019$975,955,000
+38.3%
2,580
+29.3%
0.12%
+42.5%
Q3 2019$705,916,0001,9950.09%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2023
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