Patriot Wealth Management, 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 1,133 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
Patriot Wealth Management, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q4 2018$21,305,000
-14.9%
70,391
+3.3%
3.12%
-1.2%
Q3 2018$25,034,000
+4.6%
68,128
+1.1%
3.16%
-4.0%
Q2 2018$23,927,000
+8.3%
67,397
+4.2%
3.29%
+4.5%
Q1 2018$22,097,000
+2.3%
64,663
+3.4%
3.15%
+2.8%
Q4 2017$21,598,000
+5.8%
62,528
-0.1%
3.06%
-7.6%
Q3 2017$20,419,000
+4.5%
62,573
+1.7%
3.31%
+1.2%
Q2 2017$19,543,000
+2.7%
61,530
+1.0%
3.27%
+7.5%
Q1 2017$19,034,000
+4.1%
60,926
+0.5%
3.04%
-11.9%
Q4 2016$18,283,000
+7.0%
60,595
+0.1%
3.46%
+4.7%
Q3 2016$17,091,000
+3.8%
60,549
+0.1%
3.30%
+1.5%
Q2 2016$16,459,000
+4.9%
60,461
+1.2%
3.25%
+2.6%
Q1 2016$15,692,000
+6.2%
59,729
+2.7%
3.17%
+3.5%
Q4 2015$14,776,000
+2.4%
58,165
+0.3%
3.06%
-8.3%
Q3 2015$14,435,000
-6.7%
57,996
+2.5%
3.34%
-3.2%
Q2 2015$15,465,000
+2.9%
56,608
+4.4%
3.45%
+3.1%
Q1 2015$15,032,000
+8.7%
54,219
+3.5%
3.34%
+3.3%
Q4 2014$13,832,000
+9.8%
52,400
+3.8%
3.24%
+4.0%
Q3 2014$12,592,000
-1.5%
50,505
+3.0%
3.11%
-3.9%
Q2 2014$12,780,000
+5.8%
49,049
+1.7%
3.24%
+0.3%
Q1 2014$12,085,000
+6.9%
48,230
+4.2%
3.22%
+3.4%
Q4 2013$11,308,000
+11.1%
46,307
+2.9%
3.12%
+3.4%
Q3 2013$10,181,000
+11.9%
44,9843.02%
+4.9%
Q2 2013$9,097,00002.87%
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