Octavia 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 1,133 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
Octavia Wealth Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$352,053
+32.0%
768
+38.4%
0.07%
+31.5%
Q2 2023$266,635
+5.3%
555
+0.7%
0.05%
-5.3%
Q1 2023$253,241
+3.4%
5510.0%0.06%
-5.0%
Q4 2022$244,895
+10.3%
5510.0%0.06%0.0%
Q3 2022$222,000
-3.1%
5510.0%0.06%0.0%
Q2 2022$229,000
-15.5%
5510.0%0.06%0.0%
Q1 2022$271,000
-5.9%
551
-0.7%
0.06%
-3.2%
Q4 2021$288,000
+8.7%
555
+0.7%
0.06%
-8.8%
Q3 2021$265,000
-2.2%
5510.0%0.07%
-4.2%
Q2 2021$271,000
+2.3%
551
-0.7%
0.07%
-10.1%
Q1 2021$265,000
+13.2%
5550.0%0.08%
+3.9%
Q4 2020$234,0005550.08%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders