BAR HARBOR WEALTH MANAGEMENT - 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 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$451,161
-4.6%
9880.0%0.04%0.0%
Q2 2023$473,163
+4.5%
9880.0%0.04%0.0%
Q1 2023$452,909
+3.5%
9880.0%0.04%
+2.9%
Q4 2022$437,476
+10.8%
988
+0.5%
0.04%
+2.9%
Q3 2022$395,000
-2.7%
9830.0%0.03%
+6.2%
Q2 2022$406,000
+41.0%
983
+67.2%
0.03%
+23.1%
Q1 2022$288,000
-26.3%
588
-22.2%
0.03%
-21.2%
Q4 2021$391,000
+7.4%
7560.0%0.03%
-2.9%
Q3 2021$364,000
-33.7%
756
-32.4%
0.03%
-33.3%
Q2 2021$549,000
+3.2%
1,1180.0%0.05%
-1.9%
Q1 2021$532,000
-6.2%
1,118
-17.2%
0.05%
-8.8%
Q4 2020$567,000
+24.1%
1,3500.0%0.06%
+11.8%
Q3 2020$457,000
+4.3%
1,3500.0%0.05%0.0%
Q2 2020$438,000
+13.8%
1,350
-7.8%
0.05%
-1.9%
Q1 2020$385,000
-30.0%
1,4650.0%0.05%
-13.3%
Q4 2019$550,000
+6.6%
1,4650.0%0.06%0.0%
Q3 2019$516,000
-0.6%
1,4650.0%0.06%0.0%
Q2 2019$519,000
+2.6%
1,4650.0%0.06%
-1.6%
Q1 2019$506,000
+14.2%
1,4650.0%0.06%
+3.4%
Q4 2018$443,000
-17.7%
1,4650.0%0.06%
-3.3%
Q3 2018$538,000
+3.5%
1,4650.0%0.06%
-3.2%
Q2 2018$520,000
+3.2%
1,465
-0.7%
0.06%
+1.6%
Q1 2018$504,000
-1.0%
1,4750.0%0.06%
+5.1%
Q4 2017$509,000
+5.8%
1,4750.0%0.06%
+1.7%
Q3 2017$481,000
+2.8%
1,4750.0%0.06%
+3.6%
Q2 2017$468,000
-1.7%
1,475
-3.3%
0.06%0.0%
Q1 2017$476,000
+3.5%
1,5250.0%0.06%
+9.8%
Q4 2016$460,000
+7.0%
1,5250.0%0.05%
+4.1%
Q3 2016$430,000
+12.0%
1,525
+8.2%
0.05%
+8.9%
Q2 2016$384,000
-4.2%
1,410
-7.5%
0.04%
-8.2%
Q1 2016$401,000
+3.6%
1,5250.0%0.05%0.0%
Q4 2015$387,0001,5250.05%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2020
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