Arkadios Wealth Advisors - 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 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$770,875
-4.1%
1,688
+0.6%
0.07%
-21.5%
Q2 2023$803,732
+4.7%
1,678
+0.2%
0.09%
+2.2%
Q1 2023$767,769
+2.6%
1,675
-0.8%
0.09%
-8.1%
Q4 2022$748,055
+18.7%
1,689
+7.7%
0.10%
+4.2%
Q3 2022$630,000
+10.5%
1,568
+13.7%
0.10%
+11.8%
Q2 2022$570,000
-21.3%
1,379
-6.6%
0.08%
-10.5%
Q1 2022$724,000
-9.7%
1,476
-4.8%
0.10%
-10.4%
Q4 2021$802,000
+9.3%
1,550
+1.4%
0.11%0.0%
Q3 2021$734,000
-12.9%
1,528
-11.0%
0.11%
+2.9%
Q2 2021$843,000
+7.0%
1,717
+3.7%
0.10%
-20.8%
Q1 2021$788,000
+26.1%
1,655
+11.2%
0.13%
-0.8%
Q4 2020$625,000
-99.9%
1,488
-0.3%
0.13%
-52.0%
Q3 2020$543,417,000
+12.5%
1,492
+0.4%
0.27%
+1.9%
Q2 2020$482,966,000
+9.7%
1,486
-11.3%
0.27%
-4.6%
Q1 2020$440,454,000
-32.6%
1,675
-2.0%
0.28%
-28.1%
Q4 2019$653,233,0001,7090.39%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
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