EVERMAY WEALTH MANAGEMENT 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 509 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2014. The put-call ratio across all filers is 1.06 and the average weighting 1.0%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$114,549
-4.6%
2500.0%0.02%0.0%
Q2 2023$120,106
+4.5%
2500.0%0.02%0.0%
Q1 2023$114,901
+3.4%
2500.0%0.02%0.0%
Q4 2022$111,114
+10.0%
2500.0%0.02%
+15.0%
Q3 2022$101,000
-2.9%
2500.0%0.02%0.0%
Q2 2022$104,000
-15.4%
2500.0%0.02%
-4.8%
Q1 2022$123,000
-4.7%
2500.0%0.02%
-8.7%
Q4 2021$129,000
+7.5%
2500.0%0.02%0.0%
Q3 2021$120,000
-2.4%
2500.0%0.02%0.0%
Q2 2021$123,000
-72.6%
250
-80.4%
0.02%
-81.1%
Q3 2019$449,000
-0.7%
1,2740.0%0.12%
-3.2%
Q2 2019$452,000
+2.7%
1,2740.0%0.13%
+1.6%
Q1 2019$440,000
+14.0%
1,2740.0%0.12%
-0.8%
Q4 2018$386,000
-17.5%
1,2740.0%0.12%
-14.4%
Q3 2018$468,000
+3.5%
1,2740.0%0.15%
-3.3%
Q2 2018$452,000
+3.9%
1,2740.0%0.15%
+0.7%
Q1 2018$435,000
-1.1%
1,2740.0%0.15%
-6.8%
Q4 2017$440,000
+5.8%
1,2740.0%0.16%
-11.0%
Q3 2017$416,000
+2.7%
1,2740.0%0.18%
+0.6%
Q2 2017$405,000
+1.8%
1,2740.0%0.18%
+1.1%
Q1 2017$398,000
+3.1%
1,274
-0.4%
0.18%
-5.8%
Q4 2016$386,000
+6.9%
1,2790.0%0.19%
+3.8%
Q3 2016$361,000
+3.7%
1,2790.0%0.18%0.0%
Q2 2016$348,000
+3.6%
1,2790.0%0.18%
-3.2%
Q1 2016$336,000
+3.4%
1,2790.0%0.19%
-1.6%
Q4 2015$325,000
+2.2%
1,2790.0%0.19%0.0%
Q3 2015$318,000
-8.9%
1,2790.0%0.19%
-8.2%
Q2 2015$349,000
-1.7%
1,2790.0%0.21%
-1.0%
Q1 2015$355,000
+5.0%
1,2790.0%0.21%
-4.1%
Q4 2014$338,000
+6.0%
1,2790.0%0.22%
-20.1%
Q3 2014$319,000
-4.2%
1,2790.0%0.27%
-4.9%
Q2 2014$333,000
+4.1%
1,2790.0%0.29%
-15.5%
Q1 2014$320,0001,2790.34%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2014
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