WEALTH ADVISORS, INC. - SPDR S&P MIDCAP 400 ETF TR ownership

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SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.

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Quarter-by-quarter ownership
WEALTH ADVISORS, INC. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$510,067
-16.7%
1,117
-10.6%
0.23%
-12.6%
Q2 2023$612,197
+7.4%
1,2490.0%0.26%
-3.7%
Q1 2023$569,881
+3.0%
1,2490.0%0.27%
-7.8%
Q4 2022$553,045
+10.2%
1,2490.0%0.29%
+14.8%
Q3 2022$502,000
-2.7%
1,2490.0%0.26%
+2.4%
Q2 2022$516,000
-15.8%
1,2490.0%0.25%
+12.6%
Q1 2022$613,000
-5.3%
1,2490.0%0.22%
-0.9%
Q4 2021$647,000
+6.6%
1,2490.0%0.22%
-5.5%
Q3 2021$607,000
-0.5%
1,2490.0%0.24%
+6.8%
Q2 2021$610,000
+0.5%
1,2490.0%0.22%
-7.9%
Q1 2021$607,000
-4.6%
1,249
-17.6%
0.24%
-13.9%
Q4 2020$636,000
+15.6%
1,5150.0%0.28%
+9.4%
Q3 2020$550,000
+10.9%
1,5150.0%0.26%
-2.7%
Q2 2020$496,000
+19.2%
1,5150.0%0.26%
-4.4%
Q1 2020$416,000
-27.9%
1,5150.0%0.28%
-16.4%
Q4 2019$577,000–1,515–0.33%–
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Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2022
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