Bordeaux Wealth 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 1,034 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%.

Quarter-by-quarter ownership
Bordeaux Wealth Advisors LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$8,895,030
-4.7%
19,4790.0%3.60%
-5.9%
Q2 2023$9,328,834
-3.9%
19,479
-8.0%
3.82%
-23.5%
Q1 2023$9,702,846
+3.5%
21,1660.0%5.00%
-2.7%
Q4 2022$9,372,228
+10.2%
21,1660.0%5.14%
-3.7%
Q3 2022$8,502,000
-2.9%
21,1660.0%5.34%
-11.4%
Q2 2022$8,752,000
-15.7%
21,1660.0%6.03%
+7.7%
Q1 2022$10,381,000
-5.3%
21,1660.0%5.60%
+11.3%
Q4 2021$10,957,000
+2.8%
21,166
-4.5%
5.03%
-16.8%
Q3 2021$10,659,000
-5.8%
22,166
-3.8%
6.04%
-7.1%
Q2 2021$11,315,000
+3.1%
23,0450.0%6.50%
-14.6%
Q1 2021$10,971,000
+11.2%
23,045
-1.9%
7.61%
+2.6%
Q4 2020$9,868,00023,4997.42%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2022
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