NOVARE CAPITAL MANAGEMENT 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 502 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2013. The put-call ratio across all filers is 1.19 and the average weighting 1.2%.

Quarter-by-quarter ownership
NOVARE CAPITAL MANAGEMENT LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$315,539
-7.2%
691
-2.7%
0.04%
-2.7%
Q2 2023$340,027
+4.5%
7100.0%0.04%0.0%
Q1 2023$325,472
+3.5%
7100.0%0.04%0.0%
Q4 2022$314,381
+9.5%
710
-0.6%
0.04%0.0%
Q3 2022$287,000
-4.0%
714
-1.1%
0.04%0.0%
Q2 2022$299,000
-15.5%
7220.0%0.04%
-2.6%
Q1 2022$354,000
-5.3%
7220.0%0.04%0.0%
Q4 2021$374,000
+6.9%
722
-0.8%
0.04%
-2.6%
Q3 2021$350,000
-2.0%
7280.0%0.04%
-2.5%
Q2 2021$357,000
+2.9%
7280.0%0.04%
-4.8%
Q1 2021$347,000
+13.4%
7280.0%0.04%
+5.0%
Q4 2020$306,000
+23.9%
7280.0%0.04%
+14.3%
Q3 2020$247,000
+1.6%
728
-2.7%
0.04%
-2.8%
Q2 2020$243,000
+13.6%
748
+31.2%
0.04%
+20.0%
Q4 2019$214,000
+6.5%
5700.0%0.03%0.0%
Q3 2019$201,000
-0.5%
5700.0%0.03%
-3.2%
Q2 2019$202,000
-5.2%
570
-1.7%
0.03%
-8.8%
Q3 2018$213,000
+3.4%
5800.0%0.03%
-2.9%
Q2 2018$206,000
-5.9%
580
-9.4%
0.04%
-7.9%
Q1 2018$219,000
-9.5%
640
-8.6%
0.04%
-7.3%
Q4 2017$242,000
+4.3%
700
-1.4%
0.04%0.0%
Q3 2017$232,000
+1.3%
710
-1.4%
0.04%
-21.2%
Q2 2017$229,000
-6.5%
720
-8.3%
0.05%
-8.8%
Q1 2017$245,000
+3.4%
7850.0%0.06%
-1.7%
Q4 2016$237,000
+7.7%
785
+0.6%
0.06%0.0%
Q3 2016$220,000
-1.3%
780
-4.9%
0.06%
-3.3%
Q2 2016$223,000
+4.7%
820
+1.2%
0.06%0.0%
Q1 2016$213,0000.0%810
-3.6%
0.06%
+3.4%
Q4 2015$213,000
+1.9%
8400.0%0.06%0.0%
Q3 2015$209,000
-8.7%
8400.0%0.06%
+3.6%
Q2 2015$229,000
-1.7%
8400.0%0.06%
-3.4%
Q1 2015$233,000
+1.3%
840
-3.4%
0.06%
+1.8%
Q4 2014$230,000
+6.0%
8700.0%0.06%
+7.5%
Q3 2014$217,000
-4.4%
8700.0%0.05%
-3.6%
Q2 2014$227,000
-3.0%
870
-7.0%
0.06%
-11.3%
Q1 2014$234,000
-8.2%
935
-10.5%
0.06%
-12.7%
Q4 2013$255,000
+5.4%
1,045
-2.3%
0.07%
-5.3%
Q3 2013$242,0001,0700.08%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2013
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders