Chevy Chase Trust Holdings, 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Chevy Chase Trust Holdings, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$239,736
-4.7%
5250.0%0.00%0.0%
Q2 2023$251,428
+1.2%
525
-3.1%
0.00%0.0%
Q1 2023$248,458
+3.7%
542
+0.2%
0.00%0.0%
Q4 2022$239,549
+10.4%
5410.0%0.00%0.0%
Q3 2022$217,000
-8.8%
541
-6.1%
0.00%0.0%
Q2 2022$238,000
-28.7%
576
-15.5%
0.00%0.0%
Q1 2022$334,000
-21.4%
682
-16.9%
0.00%0.0%
Q4 2021$425,000
+4.4%
821
-3.0%
0.00%0.0%
Q3 2021$407,000
-1.9%
8460.0%0.00%0.0%
Q2 2021$415,000
-32.4%
846
-34.4%
0.00%
-50.0%
Q1 2021$614,000
+13.5%
1,2890.0%0.00%0.0%
Q4 2020$541,000
-80.2%
1,289
-84.0%
0.00%
-81.8%
Q3 2020$2,730,000
+3.2%
8,059
-1.1%
0.01%0.0%
Q2 2020$2,645,000
+543.6%
8,151
+421.5%
0.01%
+450.0%
Q1 2020$411,000
-52.1%
1,563
-31.7%
0.00%
-33.3%
Q4 2019$858,000
+2.6%
2,288
-3.5%
0.00%0.0%
Q3 2019$836,000
+9.9%
2,370
+10.4%
0.00%0.0%
Q2 2019$761,000
-7.3%
2,147
-6.5%
0.00%0.0%
Q1 2019$821,000
+51.8%
2,297
+28.5%
0.00%0.0%
Q4 2018$541,000
-20.4%
1,787
-3.5%
0.00%0.0%
Q3 2018$680,000
-11.7%
1,852
-14.7%
0.00%0.0%
Q2 2018$770,000
+15.4%
2,170
+11.2%
0.00%0.0%
Q1 2018$667,000
+30.5%
1,952
+30.9%
0.00%
+50.0%
Q4 2017$511,000
-50.0%
1,491
-52.3%
0.00%
-60.0%
Q3 2017$1,021,000
-3.6%
3,126
-6.2%
0.01%0.0%
Q2 2017$1,059,000
+11.8%
3,332
+9.8%
0.01%0.0%
Q1 2017$947,000
-46.2%
3,035
-47.9%
0.01%
-44.4%
Q4 2016$1,759,000
+35.1%
5,828
+26.3%
0.01%
+28.6%
Q3 2016$1,302,000
+10.1%
4,613
+6.2%
0.01%0.0%
Q2 2016$1,183,000
+1.5%
4,343
-2.0%
0.01%0.0%
Q1 2016$1,165,000
+33.6%
4,433
+29.2%
0.01%
+40.0%
Q4 2015$872,000
-77.3%
3,431
-77.7%
0.01%
-79.2%
Q3 2015$3,833,000
-11.0%
15,400
-2.4%
0.02%
-7.7%
Q2 2015$4,309,000
+7.5%
15,771
+9.1%
0.03%
+8.3%
Q1 2015$4,008,000
+4.7%
14,456
-0.3%
0.02%0.0%
Q4 2014$3,828,000
-26.1%
14,499
-30.2%
0.02%
-29.4%
Q3 2014$5,181,000
-11.4%
20,785
-7.4%
0.03%
-17.1%
Q2 2014$5,845,000
+4.4%
22,435
+0.4%
0.04%
+2.5%
Q1 2014$5,598,000
+3.0%
22,345
+0.4%
0.04%0.0%
Q4 2013$5,433,000
+13.4%
22,245
+5.1%
0.04%
+2.6%
Q3 2013$4,791,000
+7.7%
21,1700.0%0.04%
-95.9%
Q2 2013$4,448,00021,1700.96%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
KLS Professional Advisors Group, LLC 1,169,912$304,832,00056.21%
APERIMUS CAPITAL, LLC 197,058$51,345,00033.39%
Spectrum Management Group, LLC 134,196$34,966,00021.74%
Capstone Financial Advisors, Inc. 105,235$27,420,00019.07%
LBA Wealth Management, LLC 79,236$20,646,00016.83%
SHINE INVESTMENT ADVISORY SERVICES INC 52,782$13,753,000,00015.92%
Sage Advisory Services, Ltd.Co. 425,377$110,836,00013.80%
Leonetti & Associates, LLC 139,846$36,438,00012.51%
Confluence Wealth Management LLC 83,028$21,634,00012.33%
Financial Advisory Group 77,761$20,261,00011.51%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders