Capital Advisory Group Advisory Services, 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
Capital Advisory Group Advisory Services, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,085,932
+0.8%
4,568
+1.2%
1.18%
-4.8%
Q1 2023$2,069,263
+2.6%
4,514
-0.9%
1.24%
-9.3%
Q4 2022$2,017,794
+9.9%
4,557
-0.3%
1.37%
+7.5%
Q3 2022$1,836,000
-6.0%
4,572
+2.0%
1.28%
+9.3%
Q2 2022$1,954,000
-11.3%
4,484
-0.2%
1.17%
+14.0%
Q1 2022$2,204,000
-0.4%
4,494
+5.1%
1.02%
+6.3%
Q4 2021$2,213,000
+8.6%
4,275
+0.9%
0.96%
+30.2%
Q3 2021$2,037,000
-0.1%
4,235
+2.0%
0.74%
-0.1%
Q2 2021$2,039,000
+0.8%
4,152
-2.2%
0.74%
-5.9%
Q1 2021$2,022,000
+15.2%
4,247
+1.6%
0.79%
+6.8%
Q4 2020$1,755,000
+32.3%
4,180
+6.8%
0.74%
+7.0%
Q3 2020$1,327,000
+4.7%
3,915
+0.3%
0.69%
-2.8%
Q2 2020$1,267,000
+177.2%
3,905
+124.8%
0.71%
+25.1%
Q1 2020$457,000
-74.7%
1,737
-63.7%
0.57%
-40.5%
Q4 2019$1,805,000
+6.9%
4,788
+0.2%
0.95%
-15.3%
Q3 2019$1,689,000
-7.8%
4,778
-7.2%
1.12%
-7.9%
Q2 2019$1,831,000
+8.5%
5,151
+5.3%
1.22%
+1.0%
Q1 2019$1,687,000
+11.1%
4,891
-2.4%
1.21%
+2.4%
Q4 2018$1,519,000
-19.2%
5,013
-2.0%
1.18%
-5.9%
Q3 2018$1,879,000
+4.8%
5,113
+1.8%
1.26%
-3.2%
Q2 2018$1,793,000
+3.1%
5,023
-1.4%
1.30%
+2.0%
Q1 2018$1,739,0005,0931.27%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders