MATRIX ASSET ADVISORS INC/NY - 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 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
MATRIX ASSET ADVISORS INC/NY ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,518,340
-6.6%
5,515
-2.0%
0.36%
-3.5%
Q2 2023$2,696,426
+4.4%
5,630
-0.1%
0.37%
-0.5%
Q1 2023$2,583,519
+4.2%
5,636
+0.7%
0.37%
+0.5%
Q4 2022$2,478,811
+7.0%
5,598
-2.9%
0.37%
-2.1%
Q3 2022$2,316,000
-3.5%
5,765
-0.7%
0.38%
+3.0%
Q2 2022$2,401,000
-15.3%
5,806
+0.5%
0.37%
-3.1%
Q1 2022$2,835,000
-1.2%
5,779
+4.3%
0.38%
+2.1%
Q4 2021$2,868,000
+9.5%
5,541
+1.7%
0.37%
+1.1%
Q3 2021$2,620,000
+0.9%
5,448
+3.0%
0.37%
-1.1%
Q2 2021$2,597,000
+5.2%
5,289
+2.0%
0.37%
+1.4%
Q1 2021$2,468,000
+53.7%
5,185
+14.5%
0.37%
+29.1%
Q2 2019$1,606,000
+31.5%
4,529
+28.1%
0.28%
+36.4%
Q1 2019$1,221,000
+86.1%
3,536
+63.2%
0.21%
+71.3%
Q4 2018$656,000
-17.6%
2,1670.0%0.12%
-3.9%
Q3 2018$796,000
+2.1%
2,167
-1.3%
0.13%
-1.6%
Q2 2018$780,000
-0.3%
2,196
-4.0%
0.13%0.0%
Q1 2018$782,000
+0.1%
2,288
+1.2%
0.13%
+4.0%
Q4 2017$781,000
+3.3%
2,261
-2.5%
0.12%
-0.8%
Q3 2017$756,000
+0.9%
2,318
-1.7%
0.12%
-2.3%
Q2 2017$749,000
+7.6%
2,358
+5.8%
0.13%
+4.9%
Q1 2017$696,000
+3.9%
2,228
+0.3%
0.12%
+7.0%
Q4 2016$670,000
+7.9%
2,221
+1.0%
0.11%
+3.6%
Q3 2016$621,000
+3.5%
2,199
-0.3%
0.11%
-6.0%
Q2 2016$600,000
+3.6%
2,2050.0%0.12%
+2.6%
Q1 2016$579,000
+3.8%
2,205
+0.5%
0.11%
+6.5%
Q4 2015$558,000
+3.7%
2,195
+1.5%
0.11%
+39.0%
Q3 2015$538,000
-1.1%
2,163
+8.6%
0.08%
+13.2%
Q2 2015$544,000
+7.7%
1,992
+9.4%
0.07%
+17.2%
Q1 2015$505,000
+7.9%
1,821
+2.7%
0.06%
+9.4%
Q4 2014$468,000
+53.4%
1,773
+45.0%
0.05%
+51.4%
Q3 2014$305,000
-4.4%
1,2230.0%0.04%
-2.8%
Q2 2014$319,000
+14.7%
1,223
+10.1%
0.04%
+9.1%
Q1 2014$278,0001,1110.03%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders