Newton One 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$55,018
-4.4%
1200.0%0.03%0.0%
Q2 2023$57,525
+4.7%
1200.0%0.03%0.0%
Q1 2023$54,919
+3.9%
120
+0.8%
0.03%
-2.9%
Q4 2022$52,865
+10.1%
1190.0%0.03%0.0%
Q3 2022$48,000
-2.0%
1190.0%0.03%
-5.6%
Q2 2022$49,000
-16.9%
1190.0%0.04%
-16.3%
Q1 2022$59,000
-4.8%
1190.0%0.04%
-2.3%
Q4 2021$62,000
+8.8%
1190.0%0.04%
+4.8%
Q3 2021$57,000
-1.7%
1190.0%0.04%
-8.7%
Q2 2021$58,000
+3.6%
1190.0%0.05%
-8.0%
Q1 2021$56,000
+12.0%
119
+0.8%
0.05%
+2.0%
Q4 2020$50,0001180.05%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
KLS Professional Advisors Group, LLC 1,169,912$304,832,00056.21%
APERIMUS CAPITAL, LLC 197,058$51,345,00033.39%
Spectrum Management Group, LLC 134,196$34,966,00021.74%
Capstone Financial Advisors, Inc. 105,235$27,420,00019.07%
LBA Wealth Management, LLC 79,236$20,646,00016.83%
SHINE INVESTMENT ADVISORY SERVICES INC 52,782$13,753,000,00015.92%
Sage Advisory Services, Ltd.Co. 425,377$110,836,00013.80%
Leonetti & Associates, LLC 139,846$36,438,00012.51%
Confluence Wealth Management LLC 83,028$21,634,00012.33%
Financial Advisory Group 77,761$20,261,00011.51%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders