Beacon Financial Advisory LLC - SPDR S&P MIDCAP 400 ETF TR ownership

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SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$961,414
-4.4%
2,105
+0.2%
0.53%
-8.0%
Q2 2023$1,006,131
+4.7%
2,101
+0.2%
0.58%
-5.6%
Q1 2023$961,258
+5.2%
2,097
+1.6%
0.61%
-6.6%
Q4 2022$913,803
+5.6%
2,064
-4.1%
0.65%
+6.0%
Q3 2022$865,000
-2.7%
2,153
+0.2%
0.62%
+21.9%
Q2 2022$889,000
-15.6%
2,149
+0.1%
0.51%
+0.6%
Q1 2022$1,053,000
-5.1%
2,146
+0.0%
0.50%
-1.8%
Q4 2021$1,110,000
+7.8%
2,145
+0.1%
0.51%
-4.3%
Q3 2021$1,030,000
+11.7%
2,142
+14.1%
0.54%
+8.1%
Q2 2021$922,000
+3.2%
1,877
+0.1%
0.50%
-3.1%
Q1 2021$893,000
+39.5%
1,876
+23.0%
0.51%
+22.8%
Q4 2020$640,000
+45.8%
1,525
+17.7%
0.42%
+8.9%
Q3 2020$439,000
+13.4%
1,296
+8.5%
0.38%
-9.3%
Q2 2020$387,000
+16.9%
1,195
-5.2%
0.42%0.0%
Q1 2020$331,000
-35.5%
1,260
-7.8%
0.42%
-4.1%
Q4 2019$513,000–1,367–0.44%–
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Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders