Investment Research & Advisory 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 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$386,774
-4.7%
8470.0%0.22%
-6.8%
Q2 2023$405,637
+4.5%
8470.0%0.24%
-5.6%
Q1 2023$388,273
+3.5%
8470.0%0.25%
+1.2%
Q4 2022$375,043
+10.3%
8470.0%0.25%
-3.1%
Q3 2022$340,000
-2.9%
8470.0%0.25%
+0.4%
Q2 2022$350,000
-15.9%
8470.0%0.25%
-3.1%
Q1 2022$416,000
-5.0%
8470.0%0.26%
-1.9%
Q4 2021$438,000
+6.8%
8470.0%0.27%
-1.1%
Q3 2021$410,000
-1.4%
8470.0%0.27%
-1.8%
Q2 2021$416,000
+3.2%
8470.0%0.27%
-7.4%
Q1 2021$403,000
+13.2%
8470.0%0.30%
+12.1%
Q4 2020$356,000
+24.0%
8470.0%0.26%
+10.9%
Q3 2020$287,000
+4.7%
8470.0%0.24%
-3.3%
Q2 2020$274,000
+22.9%
8470.0%0.25%
+18.8%
Q1 2020$223,000
-27.4%
847
+3.5%
0.21%
-27.1%
Q4 2019$307,0008180.28%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2022
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