HBK Sorce Advisory 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 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$796,427
-5.4%
1,744
-0.7%
0.04%
-2.8%
Q2 2023$841,624
+5.2%
1,757
+0.6%
0.04%0.0%
Q1 2023$800,282
+51003.6%
1,746
-50.6%
0.04%
-14.3%
Q4 2022$1,566
-99.8%
3,536
+100.0%
0.04%
-12.5%
Q3 2022$710,000
+69.9%
1,768
+75.2%
0.05%
+54.8%
Q2 2022$418,000
-66.8%
1,009
-60.7%
0.03%
-55.1%
Q1 2022$1,258,000
-8.0%
2,565
-3.0%
0.07%0.0%
Q4 2021$1,368,000
+7.5%
2,6430.0%0.07%
-1.4%
Q3 2021$1,272,000
-3.4%
2,643
-1.5%
0.07%
-4.1%
Q2 2021$1,317,000
-0.8%
2,682
-3.8%
0.07%
-7.6%
Q1 2021$1,328,000
+15.3%
2,789
+1.6%
0.08%
+11.3%
Q4 2020$1,152,000
-15.1%
2,744
-31.5%
0.07%
-26.0%
Q3 2020$1,357,000
+4.3%
4,005
-0.1%
0.10%0.0%
Q2 2020$1,301,000
+21.7%
4,011
-1.3%
0.10%
-7.7%
Q1 2020$1,069,000
-41.1%
4,064
-15.9%
0.10%
-34.2%
Q4 2019$1,815,000
+6.4%
4,835
-0.1%
0.16%
-3.1%
Q3 2019$1,706,000
-1.5%
4,841
-0.9%
0.16%
-2.4%
Q2 2019$1,732,000
+0.8%
4,884
-1.8%
0.17%
-2.9%
Q1 2019$1,718,000
+14.8%
4,972
+0.6%
0.17%
+0.6%
Q4 2018$1,496,000
+55.3%
4,943
+88.5%
0.17%
+56.9%
Q3 2018$963,000
+4.1%
2,622
+0.6%
0.11%
+1.9%
Q2 2018$925,000
+2.5%
2,607
-1.2%
0.11%
-5.3%
Q1 2018$902,000
-1.2%
2,640
-0.2%
0.11%
+4.6%
Q4 2017$913,000
+13.0%
2,644
+6.8%
0.11%
-11.5%
Q3 2017$808,000
+2.5%
2,476
-0.2%
0.12%
-3.2%
Q2 2017$788,000
+3.1%
2,482
+1.5%
0.13%
-3.1%
Q1 2017$764,000
+4.5%
2,446
+1.0%
0.13%
-1.5%
Q4 2016$731,000
-0.9%
2,421
-7.4%
0.13%
-10.2%
Q3 2016$738,000
+0.1%
2,615
-3.5%
0.15%
-7.0%
Q2 2016$737,000
+13.0%
2,709
+9.1%
0.16%
+2.6%
Q1 2016$652,000
+3.3%
2,4830.0%0.15%
-6.7%
Q4 2015$631,000
+2.1%
2,4830.0%0.16%
-17.9%
Q3 2015$618,000
-10.7%
2,483
-2.0%
0.20%
-14.5%
Q2 2015$692,000
-1.4%
2,5330.0%0.24%
-1.7%
Q1 2015$702,000
+4.9%
2,533
-0.1%
0.24%
+3.5%
Q4 2014$669,000
+5.9%
2,5350.0%0.23%
+1.3%
Q3 2014$632,000
-4.4%
2,5350.0%0.23%
-0.4%
Q2 2014$661,000
+5.1%
2,535
+1.0%
0.23%
-0.4%
Q1 2014$629,000
+2.6%
2,5100.0%0.23%
+4.1%
Q4 2013$613,000
+7.9%
2,5100.0%0.22%
-6.0%
Q3 2013$568,000
-46.8%
2,510
-50.7%
0.24%
+1.7%
Q2 2013$1,068,0005,0880.23%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders