Wellspring Financial 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$13,104,570
-5.1%
28,698
-0.5%
3.83%
-1.9%
Q2 2023$13,808,451
-0.5%
28,833
-4.8%
3.91%
-5.2%
Q1 2023$13,881,051
+0.7%
30,281
-2.7%
4.12%
-10.1%
Q4 2022$13,783,326
+11.5%
31,128
+1.1%
4.58%
+0.4%
Q3 2022$12,363,000
-6.6%
30,780
-3.8%
4.57%
-1.0%
Q2 2022$13,238,000
-31.9%
32,010
-19.2%
4.61%
-19.5%
Q1 2022$19,427,000
-18.6%
39,610
-14.1%
5.72%
-13.9%
Q4 2021$23,869,000
+7.5%
46,109
-0.1%
6.65%
-0.6%
Q3 2021$22,201,000
-5.7%
46,168
-3.7%
6.69%
-9.6%
Q2 2021$23,536,000
+49.2%
47,934
-20.1%
7.40%
-2.7%
Q1 2021$15,776,000
-25.1%
60,012
+19.7%
7.61%
+3.5%
Q4 2020$21,061,000
+14.2%
50,155
-7.8%
7.35%
+1.8%
Q3 2020$18,437,000
-1.0%
54,413
-5.2%
7.22%
-6.0%
Q2 2020$18,626,000
+18.1%
57,401
-4.4%
7.69%
+1.1%
Q1 2020$15,776,00060,0127.61%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders