PRIO WEALTH LIMITED PARTNERSHIP - 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 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$16,343,668
-5.5%
35,791
-0.9%
0.63%
+1.6%
Q2 2023$17,293,951
+3.6%
36,111
-0.8%
0.62%
-3.3%
Q1 2023$16,694,834
+2.2%
36,419
-1.3%
0.64%
-2.3%
Q4 2022$16,338,508
+4.5%
36,899
-5.2%
0.66%
-2.2%
Q3 2022$15,637,025
-3.4%
38,931
-0.6%
0.67%
+3.6%
Q2 2022$16,190,201
+83874.1%
39,155
-0.4%
0.65%
+1.6%
Q1 2022$19,280
-99.9%
39,310
-1.5%
0.64%
+0.5%
Q4 2021$20,650,000
+6.6%
39,890
-1.0%
0.63%
-2.9%
Q3 2021$19,378,000
-4.6%
40,296
-2.6%
0.65%
-4.7%
Q2 2021$20,323,000
+3.1%
41,391
-0.1%
0.68%
-3.7%
Q1 2021$19,716,000
+12.3%
41,415
-0.9%
0.71%
+7.9%
Q4 2020$17,550,000
+24.0%
41,794
+0.0%
0.66%
+11.9%
Q3 2020$14,157,000
+1.1%
41,782
-3.2%
0.59%
-8.8%
Q2 2020$14,005,000
+8.7%
43,159
-11.9%
0.65%
-9.1%
Q1 2020$12,883,000
-31.0%
49,009
-1.4%
0.71%
-10.1%
Q4 2019$18,658,000
+6.4%
49,704
-0.1%
0.79%
-1.5%
Q3 2019$17,535,000
-7.8%
49,750
-7.2%
0.80%
-8.0%
Q2 2019$19,012,000
+5.1%
53,618
+2.4%
0.87%
+2.9%
Q1 2019$18,089,000
+7.9%
52,373
-5.4%
0.85%
-5.0%
Q4 2018$16,764,000
-14.5%
55,390
+3.9%
0.89%0.0%
Q3 2018$19,598,000
+10.8%
53,335
+7.1%
0.89%
+2.2%
Q2 2018$17,681,000
-1.2%
49,804
-4.9%
0.87%
-1.9%
Q1 2018$17,887,000
+3.2%
52,344
+4.3%
0.89%
+10.1%
Q4 2017$17,332,000
+9.4%
50,179
+3.3%
0.81%
+4.4%
Q3 2017$15,847,000
+2.6%
48,564
-0.2%
0.78%
+0.6%
Q2 2017$15,451,000
-2.9%
48,649
-4.5%
0.77%
-5.8%
Q1 2017$15,916,000
+3.1%
50,946
-0.4%
0.82%
-1.0%
Q4 2016$15,433,000
+9.8%
51,151
+2.7%
0.82%
+10.3%
Q3 2016$14,060,000
+12.5%
49,811
+8.5%
0.75%
+9.2%
Q2 2016$12,499,000
+6.5%
45,916
+2.8%
0.68%
+6.9%
Q1 2016$11,739,000
+0.7%
44,686
-2.7%
0.64%
+0.5%
Q4 2015$11,663,000
+13.8%
45,912
+11.5%
0.64%
+9.8%
Q3 2015$10,252,000
-5.8%
41,193
+3.4%
0.58%
+3.8%
Q2 2015$10,879,000
+0.8%
39,823
+2.3%
0.56%
+5.1%
Q1 2015$10,791,000
+12.9%
38,926
+7.5%
0.53%
+11.7%
Q4 2014$9,558,000
+9.8%
36,209
+3.7%
0.48%
+6.0%
Q3 2014$8,703,000
-4.8%
34,907
-0.5%
0.45%
-2.4%
Q2 2014$9,140,000
+2.9%
35,082
-1.1%
0.46%
+2.2%
Q1 2014$8,886,000
+3.5%
35,467
+0.9%
0.45%
+3.9%
Q4 2013$8,583,000
+12.6%
35,151
+4.4%
0.43%
+0.5%
Q3 2013$7,621,000
+5.8%
33,676
-1.8%
0.43%
-0.2%
Q2 2013$7,201,00034,2760.43%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2020
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders