WELCH & FORBES 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 595 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.1%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$74,230,940
-3.9%
162,559
+0.8%
1.23%
+0.7%
Q2 2023$77,231,478
+5.4%
161,265
+0.9%
1.22%
-1.9%
Q1 2023$73,263,571
+4.5%
159,821
+0.9%
1.24%
-1.3%
Q4 2022$70,125,613
+8.6%
158,372
-1.4%
1.26%
-0.2%
Q3 2022$64,544,000
-1.8%
160,692
+1.1%
1.26%
+4.8%
Q2 2022$65,713,000
-14.8%
158,924
+1.0%
1.20%
-1.1%
Q1 2022$77,147,000
-3.4%
157,298
+2.0%
1.22%
+1.7%
Q4 2021$79,836,000
+11.1%
154,219
+3.2%
1.20%
+0.1%
Q3 2021$71,843,000
-0.2%
149,399
+2.0%
1.19%
-1.8%
Q2 2021$71,951,000
+5.6%
146,537
+2.4%
1.22%
-3.4%
Q1 2021$68,155,000
+17.7%
143,168
+3.8%
1.26%
+11.1%
Q4 2020$57,927,000
+27.1%
137,949
+2.5%
1.13%
+15.1%
Q3 2020$45,582,000
+4.7%
134,529
+0.3%
0.98%
-3.4%
Q2 2020$43,520,000
+23.8%
134,115
+0.3%
1.02%
+3.8%
Q1 2020$35,151,000
-23.1%
133,712
+9.8%
0.98%
-3.4%
Q4 2019$45,719,000
+5.4%
121,794
-1.0%
1.02%
-1.7%
Q3 2019$43,365,000
-0.5%
123,032
+0.1%
1.04%
-2.5%
Q2 2019$43,604,000
+3.8%
122,970
+1.2%
1.06%
+0.8%
Q1 2019$41,989,000
+13.5%
121,563
-0.5%
1.05%
+1.0%
Q4 2018$36,980,000
-20.1%
122,179
-3.0%
1.04%
-5.4%
Q3 2018$46,294,000
+4.8%
125,981
+1.2%
1.10%
-3.4%
Q2 2018$44,185,000
+4.0%
124,460
+0.1%
1.14%
+4.4%
Q1 2018$42,473,000
-1.6%
124,288
-0.6%
1.09%
-5.0%
Q4 2017$43,175,000
+5.1%
124,999
-0.7%
1.15%
+6.5%
Q3 2017$41,090,000
+80.3%
125,917
+75.5%
1.08%
+69.9%
Q2 2017$22,789,000
+2.3%
71,751
+0.6%
0.64%
-0.2%
Q1 2017$22,285,000
+5.8%
71,333
+2.2%
0.64%
+1.3%
Q4 2016$21,054,000
+8.8%
69,777
+1.8%
0.63%
-5.8%
Q3 2016$19,351,000
+4.6%
68,555
+0.8%
0.67%
+18.6%
Q2 2016$18,507,000
+3.0%
67,986
-0.6%
0.56%
+0.7%
Q1 2016$17,969,000
+1.7%
68,396
-1.6%
0.56%
-1.2%
Q4 2015$17,665,000
+2.2%
69,541
+0.1%
0.57%
-1.7%
Q3 2015$17,290,000
-9.1%
69,467
-0.2%
0.58%
-2.5%
Q2 2015$19,012,000
-13.2%
69,591
-12.0%
0.59%
-10.0%
Q1 2015$21,912,000
+2.9%
79,036
-2.0%
0.66%
+5.1%
Q4 2014$21,298,000
+6.2%
80,684
+0.3%
0.63%
+2.3%
Q3 2014$20,049,000
-4.8%
80,417
-0.5%
0.61%
-7.8%
Q2 2014$21,049,000
+5.4%
80,784
+1.4%
0.66%
+4.9%
Q1 2014$19,969,000
+5.5%
79,695
+2.8%
0.63%
+5.7%
Q4 2013$18,928,000
+12.1%
77,510
+3.9%
0.60%
+5.5%
Q3 2013$16,886,000
+8.1%
74,605
+0.3%
0.57%
+1.6%
Q2 2013$15,626,00074,3750.56%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2016
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders