DUMONT & BLAKE INVESTMENT ADVISORS 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
DUMONT & BLAKE INVESTMENT ADVISORS LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$9,515
-4.3%
20,837
+0.3%
3.22%
-0.5%
Q2 2023$9,945
+4.8%
20,765
+0.3%
3.23%
+0.5%
Q1 2023$9,494
+3.1%
20,710
-0.5%
3.22%
-1.3%
Q4 2022$9,213
-99.9%
20,807
-2.9%
3.26%
+1.2%
Q3 2022$8,607,000
-3.1%
21,429
-0.2%
3.22%
+11.1%
Q2 2022$8,879,000
-15.0%
21,473
+0.8%
2.90%
+1.6%
Q1 2022$10,447,000
-4.5%
21,300
+0.8%
2.85%
+0.0%
Q4 2021$10,942,000
+9.5%
21,138
+1.7%
2.85%
-0.2%
Q3 2021$9,996,000
-0.4%
20,786
+1.7%
2.86%
+0.1%
Q2 2021$10,033,000
+3.1%
20,433
-0.0%
2.85%
-4.5%
Q1 2021$9,731,000
+17.6%
20,442
+3.8%
2.99%
+5.6%
Q4 2020$8,272,000
+24.0%
19,698
+0.0%
2.83%
+11.6%
Q3 2020$6,671,000
+9.0%
19,689
+4.4%
2.53%
-0.9%
Q2 2020$6,121,000
+25.0%
18,863
+1.3%
2.56%
+1.9%
Q1 2020$4,897,000
-31.0%
18,627
-1.5%
2.51%
-10.1%
Q4 2019$7,100,000
+5.2%
18,914
-1.2%
2.79%
-1.8%
Q3 2019$6,751,000
-8.9%
19,153
-8.4%
2.84%
-7.9%
Q2 2019$7,412,000
+16.2%
20,904
+13.2%
3.09%
+14.3%
Q1 2019$6,380,000
+15.3%
18,472
+1.1%
2.70%
+4.2%
Q4 2018$5,533,000
-4.2%
18,280
+16.3%
2.59%
+15.0%
Q3 2018$5,778,000
+7.1%
15,724
+3.5%
2.25%
-0.4%
Q2 2018$5,394,000
+6.7%
15,195
+2.7%
2.26%
+5.0%
Q1 2018$5,054,000
-1.1%
14,789
-0.0%
2.16%
+3.9%
Q4 2017$5,109,000
+8.5%
14,792
+2.5%
2.07%
+2.9%
Q3 2017$4,708,000
+2.0%
14,427
-0.7%
2.02%
-1.5%
Q2 2017$4,616,000
+2.5%
14,532
+0.8%
2.05%
+0.7%
Q1 2017$4,502,000
+3.2%
14,410
-0.4%
2.03%
-0.8%
Q4 2016$4,364,000
+7.1%
14,465
+0.2%
2.05%
+2.4%
Q3 2016$4,073,000
+3.9%
14,430
+0.2%
2.00%
+1.7%
Q2 2016$3,919,000
+3.7%
14,395
+0.1%
1.96%
+0.6%
Q1 2016$3,778,000
+2.7%
14,380
-0.7%
1.95%
+4.2%
Q4 2015$3,677,000
+5.7%
14,475
+3.6%
1.88%
-0.2%
Q3 2015$3,478,000
-10.4%
13,975
-1.6%
1.88%
-0.9%
Q2 2015$3,881,000
+1.2%
14,205
+2.7%
1.90%
+1.9%
Q1 2015$3,836,000
+10.5%
13,836
+5.2%
1.86%
+8.4%
Q4 2014$3,473,000
+7.0%
13,156
+1.1%
1.72%
+2.6%
Q3 2014$3,245,000
-6.2%
13,016
-2.0%
1.67%
-3.6%
Q2 2014$3,459,000
+3.0%
13,277
-0.9%
1.74%
-0.5%
Q1 2014$3,357,000
+1.9%
13,397
-0.7%
1.75%
+2.8%
Q4 2013$3,293,000
-29.8%
13,485
-34.9%
1.70%
-23.9%
Q3 2013$4,690,000
+9.0%
20,722
+1.2%
2.23%
-13.7%
Q2 2013$4,302,00020,4772.58%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
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