Disciplined Investments, 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 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,430,406
-46.5%
3,132
-43.9%
0.87%
-39.1%
Q2 2023$2,674,481
+2.1%
5,585
-2.3%
1.43%
+29.6%
Q1 2023$2,619,247
+1.8%
5,714
-1.6%
1.10%
-12.3%
Q4 2022$2,571,881
+2.8%
5,808
-6.7%
1.26%
+9.5%
Q3 2022$2,501,000
-2.8%
6,227
+0.0%
1.15%
-1.2%
Q2 2022$2,574,000
-59.4%
6,224
-51.8%
1.16%
-11.2%
Q1 2022$6,340,000
+85.8%
12,926
+96.1%
1.31%
-13.0%
Q4 2021$3,412,000
+7.6%
6,5910.0%1.50%
-2.1%
Q3 2021$3,170,000
-1.9%
6,591
+0.1%
1.54%
-7.4%
Q2 2021$3,233,000
+2.0%
6,585
-1.1%
1.66%
-11.0%
Q1 2021$3,171,000
+4.4%
6,661
-7.9%
1.87%
-8.0%
Q4 2020$3,038,000
+30.1%
7,233
+4.9%
2.03%
+17.8%
Q3 2020$2,336,000
-2.0%
6,893
-4.5%
1.72%
-7.1%
Q2 2020$2,383,000
+28.6%
7,215
+2.4%
1.85%
+5.2%
Q1 2020$1,853,000
-24.1%
7,047
+8.3%
1.76%
-14.4%
Q4 2019$2,441,0006,5042.06%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 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