SOA 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 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,318,170
-9.6%
2,887
-5.2%
0.33%
-4.1%
Q2 2023$1,457,978
-8.2%
3,044
-12.2%
0.34%
-12.5%
Q1 2023$1,588,319
+3.6%
3,465
+0.1%
0.39%
-5.3%
Q4 2022$1,533,037
+10.4%
3,462
+0.1%
0.41%
-1.2%
Q3 2022$1,389,000
-2.8%
3,459
+0.1%
0.42%
-0.7%
Q2 2022$1,429,000
-18.0%
3,456
-2.7%
0.42%
-0.9%
Q1 2022$1,742,000
-5.1%
3,552
+0.1%
0.42%
-4.5%
Q4 2021$1,836,000
+6.0%
3,550
-1.4%
0.44%
+0.2%
Q3 2021$1,732,000
-3.8%
3,602
-1.8%
0.44%
-4.1%
Q2 2021$1,801,000
-5.6%
3,668
-8.5%
0.46%
-13.3%
Q1 2021$1,908,000
+3.6%
4,0090.0%0.53%
+6.6%
Q4 2020$1,841,0004,0090.50%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
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