Blue Zone Wealth Advisors, 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Blue Zone Wealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q4 2022$281,172
+10.3%
6350.0%0.15%
+13.6%
Q3 2022$255,000
-3.0%
6350.0%0.13%
+10.9%
Q2 2022$263,000
-15.4%
6350.0%0.12%
+2.6%
Q1 2022$311,000
-12.9%
635
-7.8%
0.12%
-1.7%
Q4 2021$357,000
+7.9%
6890.0%0.12%
+2.6%
Q3 2021$331,0006890.12%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders