B. Riley Wealth Advisors, 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 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
B. Riley Wealth Advisors, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,301,947
-13.6%
5,024
-9.4%
0.06%
+3.3%
Q2 2023$2,663,388
-25.1%
5,546
-28.4%
0.06%
-36.8%
Q1 2023$3,555,767
+2.6%
7,743
-0.8%
0.10%
-2.1%
Q4 2022$3,466,691
+25.8%
7,808
+13.9%
0.10%
+16.9%
Q3 2022$2,755,000
+158.0%
6,858
+165.5%
0.08%
+84.4%
Q2 2022$1,068,000
-17.9%
2,583
-2.6%
0.04%
+4.7%
Q1 2022$1,301,000
-34.7%
2,651
-31.1%
0.04%
-24.6%
Q4 2021$1,991,000
+2.3%
3,845
-4.7%
0.06%
-8.1%
Q3 2021$1,947,000
+1.6%
4,035
+2.8%
0.06%0.0%
Q2 2021$1,917,000
+24.8%
3,924
+18.7%
0.06%
+14.8%
Q1 2021$1,536,000
+133.4%
3,306
+110.8%
0.05%
+54.3%
Q4 2020$658,000
-15.1%
1,568
-33.2%
0.04%
-14.6%
Q3 2020$775,000
+112.9%
2,346
+109.3%
0.04%
+70.8%
Q2 2020$364,000
-23.2%
1,121
-37.8%
0.02%
-40.0%
Q1 2020$474,000
+44.1%
1,801
+105.4%
0.04%
+42.9%
Q4 2019$329,000
+16.7%
877
+9.8%
0.03%0.0%
Q3 2019$282,000
-0.4%
799
+0.3%
0.03%
-9.7%
Q2 2019$283,000
+26.3%
797
+23.4%
0.03%
+10.7%
Q1 2019$224,000
-25.8%
646
-35.4%
0.03%
-54.1%
Q4 2016$302,000
-44.6%
1,000
-48.2%
0.06%
-43.0%
Q3 2016$545,000
+5.6%
1,930
+1.8%
0.11%
+3.9%
Q2 2016$516,000
-1.5%
1,895
-5.0%
0.10%
-14.9%
Q1 2016$524,000
-0.6%
1,995
-3.8%
0.12%
+13.1%
Q4 2015$527,000
-8.2%
2,074
-9.9%
0.11%
-22.5%
Q3 2015$574,000
-14.1%
2,303
-5.7%
0.14%
-16.9%
Q2 2015$668,000
+9.5%
2,442
+11.1%
0.17%
+11.4%
Q1 2015$610,000
+59.3%
2,199
+51.3%
0.15%
+1762.5%
Q4 2014$383,000
-45.4%
1,453
-48.4%
0.01%
-92.5%
Q3 2014$702,000
-99.8%
2,816
-15.1%
0.11%
+4.9%
Q2 2014$432,432,000
+106937.6%
3,316
+106.0%
0.10%
-16.4%
Q1 2014$404,000
-10.2%
1,610
-12.6%
0.12%
-15.3%
Q4 2013$450,000
-0.4%
1,842
-7.9%
0.14%
-7.1%
Q3 2013$452,000
-27.4%
1,999
-32.6%
0.16%
-26.5%
Q2 2013$623,0002,9660.21%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
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