Evensky & Katz 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 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$3,681
-9.2%
8,061
-4.8%
0.31%
+2.3%
Q2 2023$4,054
+0.3%
8,465
-4.0%
0.31%
-5.8%
Q1 2023$4,042
+8.2%
8,818
+4.5%
0.33%
-3.3%
Q4 2022$3,737
-99.9%
8,440
-2.9%
0.34%
-18.4%
Q3 2022$3,492,000
-2.6%
8,694
+0.3%
0.41%
+1.0%
Q2 2022$3,586,000
-15.7%
8,672
-0.1%
0.41%
-2.9%
Q1 2022$4,256,000
-5.1%
8,678
+0.1%
0.42%
-2.5%
Q4 2021$4,486,000
+7.8%
8,666
+0.2%
0.43%
-0.7%
Q3 2021$4,160,000
-3.4%
8,650
-1.3%
0.44%
-0.9%
Q2 2021$4,305,000
+3.2%
8,768
+0.1%
0.44%
-4.8%
Q1 2021$4,170,000
+8.9%
8,759
-3.9%
0.46%
-2.7%
Q4 2020$3,829,000
+23.2%
9,118
-0.6%
0.47%
+12.6%
Q3 2020$3,107,000
-3.9%
9,170
-8.0%
0.42%
-9.9%
Q2 2020$3,234,000
+22.1%
9,968
-1.1%
0.47%
+12.3%
Q1 2020$2,648,000
-30.3%
10,074
-0.5%
0.42%
-21.2%
Q4 2019$3,800,000
-2.4%
10,126
-8.3%
0.53%
-0.8%
Q3 2019$3,893,000
-0.6%
11,0430.0%0.53%
-1.8%
Q2 2019$3,916,000
-48.9%
11,043
-50.2%
0.54%
+4.8%
Q1 2019$7,662,00022,1840.52%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
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