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 1,131 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
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 Q4 2022
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