OSBORNE PARTNERS CAPITAL 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 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,037,486
-8.7%
2,272
-4.2%
0.08%
-6.1%
Q2 2023$1,135,975
-11.3%
2,372
-15.1%
0.08%
-12.8%
Q1 2023$1,280,339
+2.9%
2,793
-0.6%
0.09%
-4.1%
Q4 2022$1,244,240
+4.8%
2,810
-4.9%
0.10%
-1.0%
Q3 2022$1,187,000
-2.4%
2,956
+0.5%
0.10%
+6.5%
Q2 2022$1,216,000
-61.3%
2,941
-54.2%
0.09%
-59.9%
Q1 2022$3,146,000
+21.8%
6,415
+28.6%
0.23%
+23.4%
Q4 2021$2,583,000
+16.4%
4,990
+8.1%
0.19%
+5.6%
Q3 2021$2,219,000
+12.4%
4,614
+14.7%
0.18%
+9.2%
Q2 2021$1,974,000
+15.8%
4,021
+12.3%
0.16%
+5.2%
Q1 2021$1,705,000
+6.7%
3,581
-5.9%
0.16%
-20.5%
Q4 2020$1,598,000
+26.2%
3,806
+1.9%
0.20%
-23.5%
Q3 2020$1,266,000
+14.4%
3,736
+9.5%
0.26%
+7.6%
Q2 2020$1,107,000
+27.4%
3,411
+3.2%
0.24%
+4.9%
Q1 2020$869,000
-24.1%
3,304
+8.4%
0.23%
-2.6%
Q4 2019$1,145,000
+63.8%
3,049
+53.7%
0.23%
+65.7%
Q3 2019$699,000
+21.4%
1,984
+22.2%
0.14%
+27.3%
Q2 2019$576,000
+13.2%
1,624
+10.2%
0.11%
+11.1%
Q1 2019$509,000
+24.8%
1,474
+9.3%
0.10%
+62.3%
Q4 2018$408,000
-22.0%
1,349
-5.3%
0.06%
-9.0%
Q3 2018$523,000
-2.4%
1,424
-5.6%
0.07%
-8.2%
Q2 2018$536,000
+6.1%
1,509
+2.0%
0.07%
+4.3%
Q1 2018$505,000
-0.8%
1,479
+0.3%
0.07%
+4.5%
Q4 2017$509,000
+15.9%
1,475
+9.7%
0.07%
+11.7%
Q3 2017$439,000
-2.4%
1,344
-5.1%
0.06%
-6.2%
Q2 2017$450,000
+85.2%
1,416
+82.2%
0.06%
+82.9%
Q1 2017$243,000
+3.8%
7770.0%0.04%
+2.9%
Q4 2016$234,000
-6.4%
777
-12.4%
0.03%
-8.1%
Q3 2016$250,000
+3.7%
8870.0%0.04%
+2.8%
Q2 2016$241,000
-42.3%
887
-44.3%
0.04%
-41.0%
Q1 2016$418,000
+3.5%
1,5920.0%0.06%
+3.4%
Q4 2015$404,000
+11.0%
1,592
+8.9%
0.06%
+11.3%
Q3 2015$364,000
-7.6%
1,462
+1.4%
0.05%0.0%
Q2 2015$394,000
+62.8%
1,442
+65.4%
0.05%
+65.6%
Q1 2015$242,000
+9.0%
872
+3.6%
0.03%
+18.5%
Q4 2014$222,000
+10.4%
842
+9.1%
0.03%
+3.8%
Q2 2014$201,000
-16.9%
772
-20.1%
0.03%
-18.8%
Q1 2014$242,000
-0.4%
966
-2.8%
0.03%0.0%
Q4 2013$243,000
+11.0%
994
+2.9%
0.03%
+3.2%
Q3 2013$219,0009660.03%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2019
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