Choate Investment Advisors - 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Choate Investment Advisors ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,034,290
+12.6%
2,265
+18.1%
0.04%
+7.9%
Q2 2023$918,549
+1.3%
1,918
-3.0%
0.04%
-13.6%
Q1 2023$906,734
-2.8%
1,978
-6.1%
0.04%
-21.4%
Q4 2022$932,959
+15.6%
2,107
+4.9%
0.06%
+5.7%
Q3 2022$807,000
-2.9%
2,008
-0.1%
0.05%
+6.0%
Q2 2022$831,000
-34.5%
2,010
-22.3%
0.05%
-25.4%
Q1 2022$1,269,000
-11.3%
2,586
-6.4%
0.07%
-19.3%
Q4 2021$1,430,000
+0.1%
2,763
-7.1%
0.08%
-8.8%
Q3 2021$1,429,000
-7.3%
2,973
-5.3%
0.09%
-2.2%
Q2 2021$1,541,000
-0.8%
3,138
-3.8%
0.09%
-3.1%
Q1 2021$1,554,000
+19.1%
3,263
+5.0%
0.10%
+21.5%
Q4 2020$1,305,000
+12.4%
3,109
-9.3%
0.08%
+5.3%
Q3 2020$1,161,000
-8.7%
3,426
-12.5%
0.08%
-18.5%
Q2 2020$1,271,000
-72.8%
3,916
-78.0%
0.09%
-75.3%
Q1 2020$4,670,000
-31.9%
17,766
-2.8%
0.37%
-10.6%
Q4 2019$6,859,000
+3.2%
18,271
-3.1%
0.42%
+1.5%
Q3 2019$6,646,000
-4.2%
18,855
-3.6%
0.41%
-1.0%
Q2 2019$6,934,000
-7.2%
19,555
-9.6%
0.42%
-6.1%
Q1 2019$7,475,000
-9.4%
21,643
-20.6%
0.44%
-16.8%
Q4 2018$8,254,000
-52.6%
27,270
-42.4%
0.53%
-44.8%
Q3 2018$17,411,000
-8.5%
47,381
-11.6%
0.96%
-12.9%
Q2 2018$19,026,000
-99.9%
53,592
-7.3%
1.10%
+4.5%
Q1 2018$19,747,552,000
-5.5%
57,787
-4.5%
1.06%
-1.2%
Q4 2017$20,905,595,000
-25.5%
60,524
-29.6%
1.07%
-29.4%
Q3 2017$28,054,264,000
-7.9%
85,969
-10.3%
1.52%
-11.9%
Q2 2017$30,450,865,000
-27.4%
95,872
-28.6%
1.72%
-29.9%
Q1 2017$41,952,070,000
-27.6%
134,281
-30.1%
2.45%
-33.2%
Q4 2016$57,961,427,000
+8.4%
192,097
+1.4%
3.67%
+4.9%
Q3 2016$53,469,277,000
+3.6%
189,426
-0.1%
3.50%
-2.2%
Q2 2016$51,623,247,000
+13.6%
189,631
+9.6%
3.58%
+13.9%
Q1 2016$45,456,602,000
+132.2%
173,023
+133.3%
3.14%
+120.4%
Q4 2015$19,579,177,000
-44.4%
74,174
-47.6%
1.42%
-40.7%
Q3 2015$35,209,970,000
-6.6%
141,468
+2.5%
2.40%
+10.4%
Q2 2015$37,710,889,000
+12.4%
138,034
+14.1%
2.18%
+14.5%
Q1 2015$33,548,535,000
+70.6%
121,009
+62.4%
1.90%
+64.6%
Q4 2014$19,668,140,000
+37.1%
74,509
+29.5%
1.16%
+33.2%
Q3 2014$14,341,774,000
-31.4%
57,525
-28.4%
0.87%
-29.3%
Q2 2014$20,920,641,000
-39.1%
80,291
-41.6%
1.23%
-42.5%
Q1 2014$34,378,543,000
-16.9%
137,507
-18.8%
2.13%
-21.1%
Q4 2013$41,359,666,000
-0.4%
169,368
-7.6%
2.70%
-11.9%
Q3 2013$41,508,243,000
+23.7%
183,397
+14.9%
3.07%
+14.1%
Q2 2013$33,544,777,000159,6612.69%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2022
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