Kestra Advisory Services, 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 1,131 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
Kestra Advisory Services, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$11,576,281
+141.4%
25,351
+153.2%
0.11%
+137.5%
Q2 2023$4,795,805
-24.8%
10,014
-28.1%
0.05%
-30.4%
Q1 2023$6,381,452
-15.8%
13,921
-18.6%
0.07%
+3.0%
Q4 2022$7,574,809
-99.9%
17,107
-50.7%
0.07%
-10.7%
Q3 2022$6,975,969,000
+120279.1%
34,700
+147.6%
0.08%
+25.0%
Q2 2022$5,795,000
-33.0%
14,016
-20.5%
0.06%
-33.3%
Q1 2022$8,645,000
-6.2%
17,626
-1.0%
0.09%
-3.2%
Q4 2021$9,213,000
-10.0%
17,797
-16.4%
0.09%
-8.8%
Q3 2021$10,232,000
-0.9%
21,277
+1.1%
0.10%
-12.8%
Q2 2021$10,329,000
+2.9%
21,037
-0.2%
0.12%
-7.9%
Q1 2021$10,034,000
-16.5%
21,077
-26.4%
0.13%
-8.6%
Q4 2020$12,010,000
-99.8%
28,633
+41.0%
0.14%
+8.6%
Q3 2020$6,881,000,00020,3080.13%
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