Cohen Klingenstein 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
Cohen Klingenstein LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$365,312
-4.7%
8000.0%0.02%0.0%
Q2 2023$383,128
+4.5%
8000.0%0.02%0.0%
Q1 2023$366,728
+3.5%
8000.0%0.02%
-5.6%
Q4 2022$354,232
+10.4%
8000.0%0.02%
+5.9%
Q3 2022$321,000
-3.0%
8000.0%0.02%0.0%
Q2 2022$331,000
-15.6%
8000.0%0.02%
+6.2%
Q1 2022$392,000
-5.3%
8000.0%0.02%0.0%
Q4 2021$414,000
+7.5%
8000.0%0.02%
-5.9%
Q3 2021$385,000
-2.0%
8000.0%0.02%0.0%
Q2 2021$393,000
+3.1%
8000.0%0.02%
-5.6%
Q1 2021$381,000
+13.4%
8000.0%0.02%
+5.9%
Q4 2020$336,000
+24.0%
8000.0%0.02%
+13.3%
Q3 2020$271,000
+4.2%
8000.0%0.02%
-6.2%
Q2 2020$260,000
+23.8%
8000.0%0.02%0.0%
Q1 2020$210,000
-30.0%
8000.0%0.02%
-5.9%
Q4 2019$300,000
+6.4%
8000.0%0.02%
-5.6%
Q3 2019$282,000
-0.7%
8000.0%0.02%
-10.0%
Q2 2019$284,000
+2.9%
8000.0%0.02%
+5.3%
Q1 2019$276,000
+14.0%
8000.0%0.02%
-48.6%
Q4 2018$242,000
-17.7%
8000.0%0.04%0.0%
Q3 2018$294,000
+3.5%
8000.0%0.04%
-5.1%
Q2 2018$284,000
+4.0%
8000.0%0.04%0.0%
Q1 2018$273,000
-1.1%
8000.0%0.04%0.0%
Q4 2017$276,000
+5.7%
8000.0%0.04%0.0%
Q3 2017$261,000
+2.8%
8000.0%0.04%
-2.5%
Q2 2017$254,000
+1.6%
8000.0%0.04%0.0%
Q1 2017$250,000
+3.7%
8000.0%0.04%
-2.4%
Q4 2016$241,000
+6.6%
8000.0%0.04%
+5.1%
Q3 2016$226,000
+3.7%
8000.0%0.04%
-2.5%
Q2 2016$218,000
+3.8%
8000.0%0.04%0.0%
Q1 2016$210,000
+3.4%
8000.0%0.04%
+5.3%
Q4 2015$203,000
-7.3%
8000.0%0.04%
-2.6%
Q2 2015$219,000
-1.4%
8000.0%0.04%
-4.9%
Q1 2015$222,000
+5.2%
8000.0%0.04%
+2.5%
Q4 2014$211,000
+1.4%
8000.0%0.04%0.0%
Q2 2014$208,000
+4.0%
8000.0%0.04%0.0%
Q1 2014$200,0008000.04%
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