Montecito Bank & Trust - 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 Q2 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q4 2023$1,218,727
+8.5%
2,402
-2.3%
0.26%
-0.4%
Q3 2023$1,122,878
-5.9%
2,459
-1.3%
0.26%
-3.0%
Q2 2023$1,193,444
+4.1%
2,492
-0.4%
0.27%
-1.1%
Q1 2023$1,146,942
+109865.7%
2,502
+6.2%
0.27%
+8.3%
Q4 2022$1,043
-99.9%
2,356
-7.9%
0.25%
-5.2%
Q3 2022$1,027,000
-5.3%
2,557
-2.4%
0.27%
+3.9%
Q2 2022$1,084,000
-16.4%
2,621
-0.8%
0.26%
+6.2%
Q1 2022$1,296,000
-5.3%
2,6420.0%0.24%
-0.4%
Q4 2021$1,368,000
+36.5%
2,642
+26.8%
0.24%
+24.6%
Q3 2021$1,002,000
-29.2%
2,083
-27.7%
0.20%
-28.3%
Q2 2021$1,416,000
+3.2%
2,8830.0%0.27%
-4.6%
Q1 2021$1,372,000
+12.5%
2,883
-0.8%
0.28%
+6.7%
Q4 2020$1,220,000
+24.0%
2,9050.0%0.27%
+6.4%
Q3 2020$984,000
-10.4%
2,905
-14.2%
0.25%
-16.6%
Q2 2020$1,098,000
+10.4%
3,385
-10.6%
0.30%
-7.7%
Q1 2020$995,000
-30.0%
3,7850.0%0.33%
-14.7%
Q4 2019$1,421,000
+6.5%
3,7850.0%0.38%
-3.5%
Q3 2019$1,334,000
-0.6%
3,7850.0%0.40%
-2.2%
Q2 2019$1,342,000
-3.7%
3,785
-6.2%
0.40%
-4.9%
Q1 2019$1,394,000
+8.1%
4,035
-5.3%
0.43%
-4.3%
Q4 2018$1,289,000
-17.6%
4,2600.0%0.44%
-4.7%
Q3 2018$1,565,000
+3.5%
4,2600.0%0.47%
-3.5%
Q2 2018$1,512,000
-0.3%
4,260
-4.0%
0.48%
-2.6%
Q1 2018$1,517,000
-1.2%
4,438
-0.1%
0.50%
+21.2%
Q4 2017$1,535,000
+98.8%
4,443
+87.7%
0.41%
+53.6%
Q3 2017$772,000
-11.2%
2,367
-13.5%
0.27%
-14.7%
Q2 2017$869,000
-44.4%
2,737
-45.3%
0.31%
-45.2%
Q1 2017$1,563,000
-1.6%
5,003
-5.0%
0.57%
+2.9%
Q4 2016$1,589,000
-17.5%
5,267
-22.8%
0.56%
-29.9%
Q3 2016$1,926,000
+5.5%
6,822
+1.7%
0.79%
+2.7%
Q2 2016$1,825,000
+3.6%
6,705
-0.0%
0.77%
-2.7%
Q1 2016$1,762,000
-3.9%
6,707
-7.1%
0.79%
-8.3%
Q4 2015$1,833,000
+7.1%
7,217
+4.9%
0.86%
-8.6%
Q3 2015$1,712,000
-9.6%
6,877
+0.7%
0.94%
+0.5%
Q2 2015$1,893,0000.0%6,8270.0%0.94%0.0%
Q1 2015$1,893,000
+4.6%
6,827
-0.4%
0.94%
-1.2%
Q4 2014$1,809,000
+8.5%
6,852
+2.5%
0.95%
-5.9%
Q3 2014$1,667,000
+7.9%
6,688
+12.8%
1.01%
+8.4%
Q2 2014$1,545,000
-6.2%
5,929
-9.8%
0.93%
-10.0%
Q1 2014$1,647,000
+2.2%
6,574
-0.4%
1.04%
+3.1%
Q4 2013$1,612,000
+3.5%
6,603
-4.0%
1.01%
-3.2%
Q3 2013$1,557,000
-2.4%
6,879
-9.4%
1.04%
-3.3%
Q2 2013$1,595,0007,5921.08%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders