Element 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 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,016,906
+1.3%
4,417
+6.3%
1.45%
+4.9%
Q2 2023$1,990,350
+1.7%
4,156
-2.7%
1.39%
-5.1%
Q1 2023$1,957,869
+3.9%
4,271
+0.4%
1.46%
-5.2%
Q4 2022$1,884,071
+20.5%
4,255
+9.3%
1.54%
+6.7%
Q3 2022$1,564,000
+0.3%
3,894
+3.2%
1.44%
-7.1%
Q2 2022$1,560,000
-16.0%
3,772
-0.4%
1.55%
+3.8%
Q1 2022$1,857,000
-3.7%
3,786
+1.7%
1.50%
+2.8%
Q4 2021$1,928,000
-29.1%
3,724
-34.1%
1.46%
-32.9%
Q3 2021$2,719,000
-0.6%
5,654
+1.5%
2.17%
+1.6%
Q2 2021$2,735,000
+2.2%
5,571
-0.9%
2.13%
-4.1%
Q1 2021$2,676,000
+5.2%
5,622
-7.2%
2.22%
-5.6%
Q4 2020$2,544,000
+26.8%
6,058
+2.3%
2.36%
+9.9%
Q3 2020$2,007,000
+9.4%
5,924
+4.8%
2.14%
+1.8%
Q2 2020$1,835,000
+22.8%
5,655
-0.5%
2.11%
+2.0%
Q1 2020$1,494,000
-28.4%
5,685
+2.2%
2.06%
-3.5%
Q4 2019$2,088,0005,5622.14%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
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