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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 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 Q3 2023
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders