Spears Abacus Advisors 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 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
Spears Abacus Advisors LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$318,735
-6.0%
698
-1.4%
0.03%
-3.6%
Q2 2023$339,068
+4.0%
708
-0.4%
0.03%
-3.4%
Q1 2023$325,930
+3.5%
7110.0%0.03%
-3.3%
Q4 2022$314,824
+10.1%
7110.0%0.03%
+7.1%
Q3 2022$286,000
-2.7%
7110.0%0.03%
+7.7%
Q2 2022$294,000
-14.5%
711
+1.4%
0.03%0.0%
Q1 2022$344,000
-5.2%
7010.0%0.03%
+8.3%
Q4 2021$363,000
+7.7%
7010.0%0.02%0.0%
Q3 2021$337,000
-2.0%
7010.0%0.02%
-4.0%
Q2 2021$344,000
+3.0%
7010.0%0.02%
-3.8%
Q1 2021$334,000
+13.6%
7010.0%0.03%
+4.0%
Q4 2020$294,000
+23.5%
7010.0%0.02%
+8.7%
Q3 2020$238,000
+4.8%
7010.0%0.02%
-4.2%
Q2 2020$227,000
-11.0%
701
+3.2%
0.02%
-11.1%
Q4 2019$255,000
+6.7%
6790.0%0.03%
-3.6%
Q3 2019$239,000
-20.3%
679
-19.8%
0.03%
-20.0%
Q2 2019$300,000
+6.4%
847
+3.8%
0.04%
-2.8%
Q1 2019$282,000
+14.2%
8160.0%0.04%0.0%
Q4 2018$247,000
-5.7%
816
+14.4%
0.04%
+16.1%
Q3 2018$262,000
+3.6%
7130.0%0.03%
-6.1%
Q2 2018$253,000
+3.7%
7130.0%0.03%
+3.1%
Q1 2018$244,000
-0.8%
7130.0%0.03%
+6.7%
Q4 2017$246,000
+5.6%
7130.0%0.03%
+7.1%
Q3 2017$233,000
+3.1%
7130.0%0.03%0.0%
Q2 2017$226,000
+1.3%
7130.0%0.03%0.0%
Q1 2017$223,0007130.03%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
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