Capital Directions Investment 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 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
Capital Directions Investment Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q4 2022$51,806
+10.2%
1170.02%
+5.6%
Q3 2022$47,000
-2.1%
0
-100.0%
0.02%
+12.5%
Q2 2022$48,000
-47.3%
117
-36.8%
0.02%
-42.9%
Q1 2022$91,0000.0%185
-2.6%
0.03%0.0%
Q3 2021$91,000
+49.2%
190
+53.2%
0.03%
+55.6%
Q2 2021$61,000
-7.6%
124
-20.5%
0.02%
-18.2%
Q4 2020$66,000
+24.5%
1560.0%0.02%
+10.0%
Q3 2020$53,000
-54.3%
156
-56.2%
0.02%
-57.4%
Q2 2020$116,000
+23.4%
3560.0%0.05%
+17.5%
Q1 2020$94,000
-29.9%
3560.0%0.04%
-7.0%
Q4 2019$134,000
+7.2%
3560.0%0.04%
+4.9%
Q3 2019$125,000
-0.8%
3560.0%0.04%
-6.8%
Q2 2019$126,000
+129.1%
356
+122.5%
0.04%
+144.4%
Q1 2019$55,000
+7.8%
160
-5.9%
0.02%0.0%
Q4 2018$51,000
-22.7%
170
-5.0%
0.02%
-10.0%
Q3 2018$66,000
-71.6%
179
-73.6%
0.02%
-72.6%
Q1 2018$232,000
-1.3%
6790.0%0.07%0.0%
Q4 2017$235,000
+5.9%
6790.0%0.07%
+2.8%
Q3 2017$222,000
+32.1%
679
+26.4%
0.07%
+22.4%
Q1 2017$168,000
+3.7%
5370.0%0.06%0.0%
Q4 2016$162,000
+6.6%
5370.0%0.06%
+7.4%
Q3 2016$152,000
+4.1%
5370.0%0.05%
+1.9%
Q2 2016$146,000
+3.5%
5370.0%0.05%
+1.9%
Q1 2016$141,000
+3.7%
5370.0%0.05%
+13.0%
Q4 2015$136,000
+1411.1%
537
+1351.4%
0.05%
+1433.3%
Q3 2015$9,000
-10.0%
370.0%0.00%0.0%
Q2 2015$10,000
-93.2%
37
-93.1%
0.00%
-93.9%
Q1 2015$148,000
+2.1%
5370.0%0.05%0.0%
Q4 2014$145,000
+3.6%
5370.0%0.05%
-3.9%
Q3 2014$140,0000.0%5370.0%0.05%
-1.9%
Q2 2014$140,000
+3.7%
5370.0%0.05%
-1.9%
Q1 2014$135,000
+3.1%
5370.0%0.05%
+3.9%
Q4 2013$131,000
+1537.5%
537
+1351.4%
0.05%
+1600.0%
Q3 2013$8,0000.0%370.0%0.00%
-25.0%
Q2 2013$8,000370.00%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders