Chesley Taft & Associates 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 577 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2015. The put-call ratio across all filers is 1.59 and the average weighting 1.1%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$6,160,074
-4.9%
13,490
-0.3%
0.40%
+0.8%
Q2 2023$6,479,652
+4.5%
13,5300.0%0.40%
-2.5%
Q1 2023$6,202,287
+4.5%
13,530
+0.9%
0.41%
-0.5%
Q4 2022$5,937,371
+11.7%
13,409
+1.4%
0.41%
+4.6%
Q3 2022$5,314,000
-2.4%
13,230
+0.5%
0.39%
+5.4%
Q2 2022$5,442,000
-14.3%
13,160
-1.8%
0.37%0.0%
Q1 2022$6,351,000
-10.9%
13,395
-2.8%
0.37%
+0.5%
Q4 2021$7,131,000
+7.4%
13,775
-0.2%
0.37%
-2.6%
Q3 2021$6,639,000
-2.1%
13,8060.0%0.38%
-2.8%
Q2 2021$6,779,000
+1.1%
13,8060.0%0.39%
-2.5%
Q1 2021$6,706,000
+15.7%
13,8060.0%0.40%
+8.1%
Q4 2020$5,797,000
+24.1%
13,806
+0.2%
0.37%
+11.4%
Q3 2020$4,671,000
-1.0%
13,785
-5.2%
0.33%
-7.5%
Q2 2020$4,716,000
+21.6%
14,535
-1.5%
0.36%
+1.7%
Q1 2020$3,877,000
-56.7%
14,750
-38.2%
0.35%
-45.3%
Q4 2019$8,960,000
+1.2%
23,868
-5.0%
0.64%
-6.0%
Q3 2019$8,853,000
+2.8%
25,118
+3.4%
0.69%
+2.1%
Q2 2019$8,611,000
+2.2%
24,283
-0.4%
0.67%
-4.1%
Q1 2019$8,422,000
+16.7%
24,383
+2.3%
0.70%
+0.6%
Q4 2018$7,214,000
-18.8%
23,833
-1.4%
0.70%
-1.3%
Q3 2018$8,881,000
+5.1%
24,168
+1.6%
0.71%
-2.8%
Q2 2018$8,447,000
+3.1%
23,793
-0.8%
0.73%
-0.3%
Q1 2018$8,194,000
-1.7%
23,978
-0.6%
0.73%
+3.1%
Q4 2017$8,334,000
+5.7%
24,128
-0.2%
0.71%
+3.5%
Q3 2017$7,888,000
+1.7%
24,173
-1.0%
0.68%
-2.7%
Q2 2017$7,757,000
+1.1%
24,423
-0.6%
0.70%
-3.0%
Q1 2017$7,675,000
+2.8%
24,566
-0.7%
0.72%
-2.0%
Q4 2016$7,465,000
+7.8%
24,740
+0.8%
0.74%
+5.7%
Q3 2016$6,927,000
+3.8%
24,540
+0.1%
0.70%
+2.0%
Q2 2016$6,674,000
+3.9%
24,515
+0.3%
0.68%
+1.0%
Q1 2016$6,421,000
+4.2%
24,440
+0.8%
0.68%
+4.6%
Q4 2015$6,162,000
-1.5%
24,255
-3.5%
0.65%
-5.3%
Q3 2015$6,255,000
-8.8%
25,130
+0.1%
0.68%
-2.3%
Q2 2015$6,859,000
-0.8%
25,105
+0.7%
0.70%
-1.4%
Q1 2015$6,912,000
+8.1%
24,930
+3.0%
0.71%
+9.8%
Q4 2014$6,392,000
+7.4%
24,215
+1.5%
0.65%
+3.7%
Q3 2014$5,950,000
-4.5%
23,865
-0.2%
0.62%
-3.3%
Q2 2014$6,231,000
+4.6%
23,915
+0.6%
0.64%
+0.9%
Q1 2014$5,955,000
+5.2%
23,765
+2.5%
0.64%
+13.1%
Q4 2013$5,663,000
+8.9%
23,190
+1.0%
0.56%
-0.5%
Q3 2013$5,198,000
+7.0%
22,965
-0.7%
0.57%
+0.7%
Q2 2013$4,859,00023,1280.56%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2015
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders