ENCOMPASS 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$529,702
-4.7%
1,1600.0%0.18%
-2.8%
Q2 2023$555,536
+4.5%
1,1600.0%0.18%0.0%
Q1 2023$531,756
+3.5%
1,1600.0%0.18%
-3.2%
Q4 2022$513,636
+10.2%
1,1600.0%0.19%
+5.6%
Q3 2022$466,000
-2.9%
1,1600.0%0.18%
+4.1%
Q2 2022$480,000
-15.6%
1,1600.0%0.17%
+18.1%
Q1 2022$569,000
-5.3%
1,1600.0%0.14%
-1.4%
Q4 2021$601,000
+7.9%
1,1600.0%0.15%
+0.7%
Q3 2021$557,000
-52.1%
1,160
-51.1%
0.14%
-49.3%
Q2 2021$1,163,000
-1.4%
2,3700.0%0.29%
-5.0%
Q1 2021$1,179,000
+18.5%
2,3700.0%0.30%
-47.5%
Q4 2020$995,0002,3700.57%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders