WHALEROCK POINT PARTNERS, 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 682 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2016. The put-call ratio across all filers is 0.76 and the average weighting 1.2%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,670,887
-4.7%
5,8490.0%0.92%
-2.6%
Q2 2023$2,801,145
+4.5%
5,8490.0%0.95%
-4.7%
Q1 2023$2,681,240
+3.5%
5,8490.0%1.00%
-5.3%
Q4 2022$2,589,879
+14.2%
5,849
+3.6%
1.05%
+5.7%
Q3 2022$2,267,000
-2.9%
5,6450.0%1.00%
+0.9%
Q2 2022$2,334,000
-99.9%
5,6450.0%0.99%
+0.6%
Q1 2022$2,768,590,000
-5.3%
5,6450.0%0.98%
-2.0%
Q4 2021$2,922,304,000
+107535.5%
5,6450.0%1.00%
-4.8%
Q3 2021$2,715,000
-99.9%
5,6450.0%1.05%
-1.2%
Q2 2021$2,771,751,000
+3.1%
5,6450.0%1.06%
-9.9%
Q1 2021$2,687,302,000
+113288.3%
5,6450.0%1.18%
+5.1%
Q4 2020$2,370,000
-99.9%
5,645
+195.1%
1.12%
+6.6%
Q3 2020$1,912,695,000
+104304.7%
1,913
-66.1%
1.06%
-2.4%
Q2 2020$1,832,000
+35.4%
5,645
+9.7%
1.08%
+11.7%
Q1 2020$1,353,000
-22.0%
5,145
+11.4%
0.97%
+5.0%
Q4 2019$1,734,000
+6.5%
4,6200.0%0.92%
+5.0%
Q3 2019$1,628,000
-0.6%
4,6200.0%0.88%
-6.2%
Q2 2019$1,638,000
+2.6%
4,6200.0%0.94%
-10.3%
Q1 2019$1,596,000
+108.9%
4,620
+9.1%
1.04%
+230.4%
Q3 2016$764,000
-31.3%
4,2350.0%0.32%
-34.2%
Q1 2016$1,112,000
+3.4%
4,2350.0%0.48%
+2.6%
Q4 2015$1,075,000
+2.0%
4,2350.0%0.47%
+2.9%
Q3 2015$1,054,0004,2350.46%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2016
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