Clearstead 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$49,185,106
+90.3%
107,710
+99.6%
1.43%
-8.9%
Q2 2023$25,839,848
+2.4%
53,956
-2.0%
1.57%
-14.8%
Q1 2023$25,243,266
+9.7%
55,067
+6.0%
1.84%
+1.9%
Q4 2022$23,005,679
+16.5%
51,956
+5.7%
1.80%
-0.9%
Q3 2022$19,740,000
-1.8%
49,147
+1.1%
1.82%
+16.2%
Q2 2022$20,096,000
-15.7%
48,600
+0.0%
1.57%
-3.2%
Q1 2022$23,830,000
-5.7%
48,589
-0.4%
1.62%
-5.9%
Q4 2021$25,262,000
+7.3%
48,799
-0.3%
1.72%
-2.2%
Q3 2021$23,546,000
-3.2%
48,965
-1.2%
1.76%
-6.1%
Q2 2021$24,323,000
+3.4%
49,536
+0.3%
1.87%
-4.4%
Q1 2021$23,512,000
+13.2%
49,391
-0.2%
1.96%
+3.7%
Q4 2020$20,778,000
+23.8%
49,481
-0.1%
1.89%
+5.0%
Q3 2020$16,781,000
-3.9%
49,526
-8.0%
1.80%
-10.9%
Q2 2020$17,465,000
+19.6%
53,821
-3.1%
2.02%
-5.0%
Q1 2020$14,603,000
-44.0%
55,551
-20.0%
2.13%
-32.8%
Q4 2019$26,067,000
+8.1%
69,442
+1.5%
3.16%
-2.0%
Q3 2019$24,103,000
-0.8%
68,383
-0.2%
3.23%
-0.3%
Q2 2019$24,286,000
+8.6%
68,490
+5.8%
3.24%
+4.9%
Q1 2019$22,357,000
+9.5%
64,727
-4.0%
3.08%
-3.0%
Q4 2018$20,411,000
-20.1%
67,435
-3.0%
3.18%
-9.3%
Q3 2018$25,549,000
+6.8%
69,528
+3.2%
3.50%
+2.7%
Q2 2018$23,924,000
+4.0%
67,388
+0.1%
3.41%
+2.4%
Q1 2018$23,002,000
+4.4%
67,309
+5.5%
3.33%
+11.6%
Q4 2017$22,028,000
+5.7%
63,774
-0.2%
2.99%
+10.0%
Q3 2017$20,846,000
+2.5%
63,880
-0.3%
2.72%
-8.6%
Q2 2017$20,341,000
+6.0%
64,042
+4.3%
2.97%
+6.6%
Q1 2017$19,183,000
+16.8%
61,402
+12.8%
2.79%
+4.9%
Q4 2016$16,418,00054,4122.66%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders