ANDREWS, LUCIA WEALTH MANAGEMENT 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 Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
ANDREWS, LUCIA WEALTH MANAGEMENT LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$731,858
-4.6%
1,603
+0.1%
0.63%
-1.4%
Q2 2023$767,321
+4.4%
1,602
-0.1%
0.64%
-2.0%
Q1 2023$735,200
+3.6%
1,604
+0.1%
0.65%
-1.4%
Q4 2022$709,907
+3.2%
1,603
-6.4%
0.66%
-9.0%
Q3 2022$688,000
-18.1%
1,713
+0.1%
0.72%
-8.7%
Q2 2022$840,000
-5.2%
1,712
+0.1%
0.79%0.0%
Q1 2022$886,000
+9.9%
1,711
+9.9%
0.79%
+8.8%
Q4 2021$806,0001,5570.73%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 5,333$2,564,00064.29%
LCM Capital Management Inc 36,994$17,790,00015.04%
Resource Management, LLC 268,997$129,355,00014.77%
Conservest Capital Advisors, Inc. 228,700$109,977,00012.39%
Oldfather Financial Services, LLC 41,759$22,096,00011.35%
WADDELL & ASSOCIATES, LLC 127,195$61,166,00010.42%
Tiller Private Wealth, Inc. 23,219$11,165,0008.42%
Arvest Bank Trust Division 301,385$144,930,0008.13%
Veritable, L.P. 1,025,849$493,310,0007.94%
Corsicana & Co. 25,923$12,466,0007.94%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders