BOSTON FAMILY OFFICE 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 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$7,635
-14.6%
16,720
-10.5%
0.63%
-8.6%
Q2 2023$8,944
-8.4%
18,674
-12.3%
0.68%
-12.4%
Q1 2023$9,764
+1.6%
21,298
-1.8%
0.78%
-2.0%
Q4 2022$9,607
-99.9%
21,696
-3.4%
0.80%
-0.5%
Q3 2022$9,024,000
-2.9%
22,465
-0.0%
0.80%
+3.4%
Q2 2022$9,294,000
-19.2%
22,476
-4.2%
0.78%
-5.3%
Q1 2022$11,505,000
-19.4%
23,458
-14.9%
0.82%
-11.7%
Q4 2021$14,268,000
-4.3%
27,562
-11.1%
0.93%
-14.1%
Q3 2021$14,907,000
-5.2%
30,999
-3.2%
1.08%
-3.7%
Q2 2021$15,727,000
-5.2%
32,029
-3.6%
1.12%
-9.8%
Q1 2021$16,582,000
+12.2%
33,238
-5.6%
1.24%
+9.4%
Q4 2020$14,784,000
+22.4%
35,207
-1.3%
1.14%
+3.7%
Q3 2020$12,081,000
+0.5%
35,655
-3.7%
1.10%
-6.2%
Q2 2020$12,017,000
+24.4%
37,034
+0.8%
1.17%
+2.4%
Q1 2020$9,662,000
-35.2%
36,755
-7.5%
1.14%
-19.5%
Q4 2019$14,913,000
+3.5%
39,729
-2.9%
1.42%
-5.2%
Q3 2019$14,415,000
-0.6%
40,896
+0.0%
1.50%
-0.7%
Q2 2019$14,498,000
+3.4%
40,887
+0.7%
1.50%
-0.7%
Q1 2019$14,027,000
+12.1%
40,610
-1.8%
1.52%
-2.6%
Q4 2018$12,515,000
-19.5%
41,350
-2.2%
1.56%
-4.9%
Q3 2018$15,539,000
+4.0%
42,287
+0.4%
1.64%
-3.3%
Q2 2018$14,948,000
+6.2%
42,106
+2.2%
1.69%
+5.4%
Q1 2018$14,072,000
-5.6%
41,180
-4.6%
1.60%
-1.9%
Q4 2017$14,904,000
+0.4%
43,149
-5.1%
1.64%
-2.9%
Q3 2017$14,839,000
+3.6%
45,471
+0.9%
1.68%
-0.6%
Q2 2017$14,320,000
+3.6%
45,086
+1.9%
1.70%
-0.2%
Q1 2017$13,822,000
+5.2%
44,242
+1.6%
1.70%
-0.5%
Q4 2016$13,143,000
+5.9%
43,560
-1.0%
1.71%
+6.1%
Q3 2016$12,415,000
+3.5%
43,982
-0.2%
1.61%
+3.5%
Q2 2016$11,997,000
+3.6%
44,068
-0.0%
1.55%
+1.9%
Q1 2016$11,578,000
+1.0%
44,069
-2.3%
1.52%
-2.8%
Q4 2015$11,462,000
-3.3%
45,119
-5.3%
1.57%
-5.0%
Q3 2015$11,859,000
-9.4%
47,649
-0.5%
1.65%
+0.4%
Q2 2015$13,087,000
-2.2%
47,904
-0.7%
1.64%
-1.0%
Q1 2015$13,380,000
+3.9%
48,263
-1.1%
1.66%
+3.5%
Q4 2014$12,880,000
+4.7%
48,793
-1.1%
1.60%
+1.4%
Q3 2014$12,302,000
-4.1%
49,343
+0.2%
1.58%
-2.8%
Q2 2014$12,829,000
-46.8%
49,236
-48.9%
1.63%
+1.4%
Q1 2014$24,121,000
+100.7%
96,264
+95.6%
1.60%
+1.2%
Q4 2013$12,020,000
+7.5%
49,222
-0.4%
1.59%
-0.4%
Q3 2013$11,186,000
+8.9%
49,422
+1.1%
1.59%
+2.1%
Q2 2013$10,275,00048,9071.56%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders