Truepoint, Inc. - 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
Truepoint, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,113,288
+1.9%
2,438
+6.9%
0.04%0.0%
Q2 2023$1,092,468
+4.5%
2,2810.0%0.04%0.0%
Q1 2023$1,045,705
+3.5%
2,281
-0.0%
0.04%
-2.7%
Q4 2022$1,010,410
+55.7%
2,282
+41.2%
0.04%
+12.1%
Q3 2022$649,000
-2.8%
1,6160.0%0.03%
-5.7%
Q2 2022$668,000
-15.7%
1,616
+0.1%
0.04%
-7.9%
Q1 2022$792,000
-6.3%
1,615
-1.0%
0.04%
-2.6%
Q4 2021$845,000
+8.8%
1,631
+1.0%
0.04%0.0%
Q3 2021$777,000
-2.0%
1,6150.0%0.04%
-11.4%
Q2 2021$793,000
+3.1%
1,6150.0%0.04%
-8.3%
Q1 2021$769,000
+13.1%
1,615
-0.2%
0.05%
+6.7%
Q4 2020$680,000
-48.1%
1,619
-53.6%
0.04%
-54.5%
Q4 2019$1,309,000
+3.4%
3,486
-2.9%
0.10%
-10.8%
Q3 2019$1,266,000
-0.5%
3,5900.0%0.11%
+7.8%
Q2 2019$1,273,000
-5.8%
3,590
-8.3%
0.10%
-10.4%
Q1 2019$1,352,000
+19.3%
3,914
+4.6%
0.12%
+6.5%
Q4 2018$1,133,000
-18.1%
3,742
-0.6%
0.11%
-9.2%
Q3 2018$1,383,000
+3.2%
3,765
-0.3%
0.12%
-1.7%
Q2 2018$1,340,000
-64.0%
3,775
+197.0%
0.12%
+317.2%
Q1 2018$3,720,000
+226.6%
1,271
-61.5%
0.03%
-72.9%
Q4 2017$1,139,000
-0.1%
3,298
-5.6%
0.11%
-4.5%
Q3 2017$1,140,000
+2.3%
3,4920.0%0.11%0.0%
Q2 2017$1,114,000
-1.7%
3,492
-3.7%
0.11%
-8.2%
Q1 2017$1,133,000
+8.1%
3,628
+6.7%
0.12%
+4.3%
Q4 2016$1,048,000
+165.3%
3,399
+142.8%
0.12%
+143.8%
Q3 2016$395,000
+70.3%
1,400
+40.0%
0.05%
+60.0%
Q2 2016$232,0000.0%1,0000.0%0.03%
-3.2%
Q1 2016$232,000
-16.2%
1,0000.0%0.03%
-18.4%
Q4 2015$277,0000.0%1,0000.0%0.04%
-7.3%
Q3 2015$277,0001,0000.04%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
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