WEALTH ADVISORS, 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

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$577,0001,5150.33%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2022
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