Marble Harbor Investment Counsel, 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 1,079 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
Marble Harbor Investment Counsel, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,187,264
-4.7%
2,6000.0%0.16%
-0.6%
Q2 2023$1,245,166
-23.5%
2,600
-26.8%
0.16%
-25.6%
Q1 2023$1,627,356
+31.3%
3,550
+26.8%
0.21%
+26.3%
Q4 2022$1,239,812
+10.2%
2,8000.0%0.17%
-2.9%
Q3 2022$1,125,000
-2.8%
2,8000.0%0.17%
-2.3%
Q2 2022$1,158,000
-15.7%
2,8000.0%0.18%
+2.9%
Q1 2022$1,373,000
-5.3%
2,8000.0%0.17%
+1.2%
Q4 2021$1,450,000
+7.7%
2,8000.0%0.17%
-6.6%
Q3 2021$1,346,000
-2.1%
2,8000.0%0.18%
+2.3%
Q2 2021$1,375,000
+3.2%
2,8000.0%0.18%
-2.7%
Q1 2021$1,333,000
+13.4%
2,8000.0%0.18%
+5.2%
Q4 2020$1,176,000
+38.8%
2,800
+12.0%
0.17%
+24.5%
Q3 2020$847,000
+21.3%
2,500
+16.3%
0.14%
+14.9%
Q2 2020$698,000
+4.2%
2,150
-15.7%
0.12%
-8.3%
Q1 2020$670,000
+123.3%
2,550
+218.8%
0.13%
+180.9%
Q4 2019$300,000
+6.4%
8000.0%0.05%
-6.0%
Q3 2019$282,000
-0.7%
8000.0%0.05%
+2.0%
Q2 2019$284,000
+2.9%
8000.0%0.05%0.0%
Q1 2019$276,000
+14.0%
8000.0%0.05%
+2.1%
Q4 2018$242,000
-17.7%
8000.0%0.05%
-7.7%
Q3 2018$294,000
+3.5%
8000.0%0.05%
-3.7%
Q2 2018$284,000
+4.0%
8000.0%0.05%0.0%
Q1 2018$273,000
-1.1%
8000.0%0.05%0.0%
Q4 2017$276,000
+5.7%
8000.0%0.05%
+1.9%
Q3 2017$261,0008000.05%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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