SONATA CAPITAL GROUP INC - 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
SONATA CAPITAL GROUP INC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$4,190
-4.3%
9,176
+0.4%
2.24%
-1.1%
Q2 2023$4,378
+5.6%
9,142
+1.1%
2.26%
+0.9%
Q1 2023$4,146
+3.6%
9,044
+0.0%
2.24%
+0.8%
Q4 2022$4,003
-99.9%
9,041
-9.0%
2.22%
+1.2%
Q3 2022$3,989,000
-5.6%
9,930
-2.8%
2.20%
+0.1%
Q2 2022$4,226,000
-17.3%
10,220
-1.9%
2.20%
-2.7%
Q1 2022$5,108,000
-7.0%
10,416
-1.8%
2.26%
-2.0%
Q4 2021$5,493,000
+9.0%
10,611
+1.3%
2.30%
+1.9%
Q3 2021$5,038,000
+0.6%
10,477
+2.7%
2.26%
-0.9%
Q2 2021$5,008,000
+4.5%
10,200
+1.4%
2.28%
-0.9%
Q1 2021$4,791,000
+12.6%
10,063
-0.7%
2.30%
+9.3%
Q4 2020$4,254,000
+31.4%
10,131
+6.0%
2.10%
+11.4%
Q3 2020$3,237,000
+12.9%
9,554
+8.1%
1.89%
+3.9%
Q2 2020$2,868,000
+23.1%
8,839
-0.3%
1.82%
+3.7%
Q1 2020$2,330,000
-30.4%
8,864
-0.6%
1.75%
-13.2%
Q4 2019$3,346,000
+5.4%
8,914
-1.0%
2.02%
-6.1%
Q3 2019$3,174,000
+4.6%
9,004
+5.3%
2.15%
+2.4%
Q2 2019$3,033,000
-6.1%
8,554
-8.6%
2.10%
-12.7%
Q1 2019$3,231,000
+14.1%
9,3540.0%2.41%
+4.3%
Q4 2018$2,831,000
-17.6%
9,3540.0%2.31%
-1.0%
Q3 2018$3,437,000
+2.7%
9,354
-0.7%
2.33%
-3.0%
Q2 2018$3,346,000
+3.9%
9,4240.0%2.40%
+1.8%
Q1 2018$3,220,000
-2.0%
9,424
-0.9%
2.36%
-0.5%
Q4 2017$3,286,000
+5.8%
9,5140.0%2.37%
+2.7%
Q3 2017$3,105,000
+2.7%
9,5140.0%2.31%
+2.4%
Q2 2017$3,022,000
+0.9%
9,514
-0.8%
2.25%
-0.2%
Q1 2017$2,995,000
+3.3%
9,587
-0.2%
2.26%
-0.1%
Q4 2016$2,899,000
+6.9%
9,6070.0%2.26%
+2.4%
Q3 2016$2,712,000
+3.7%
9,6070.0%2.21%
-1.0%
Q2 2016$2,615,000
+1.7%
9,607
-1.8%
2.23%
+0.1%
Q1 2016$2,571,000
+3.4%
9,7850.0%2.23%
+1.9%
Q4 2015$2,486,000
+2.1%
9,7850.0%2.18%
-3.4%
Q3 2015$2,435,000
-8.9%
9,7850.0%2.26%
-1.5%
Q2 2015$2,673,000
-1.5%
9,7850.0%2.30%
-3.6%
Q1 2015$2,713,000
+5.0%
9,7850.0%2.38%
+1.7%
Q4 2014$2,583,0009,7852.34%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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