HARBOR INVESTMENT ADVISORY, 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 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$207,315
-5.7%
454
-1.1%
0.03%
-12.9%
Q2 2023$219,820
+4.5%
4590.0%0.03%0.0%
Q1 2023$210,410
+3.1%
459
-0.4%
0.03%
-3.1%
Q4 2022$204,126
+10.3%
4610.0%0.03%
+6.7%
Q3 2022$185,000
-3.1%
4610.0%0.03%
-3.2%
Q2 2022$191,000
-15.9%
461
-0.2%
0.03%
+3.3%
Q1 2022$227,000
-5.4%
462
-0.4%
0.03%0.0%
Q4 2021$240,000
+14.8%
464
+6.9%
0.03%
+7.1%
Q3 2021$209,000
-2.8%
434
-0.9%
0.03%
-3.4%
Q2 2021$215,000
+2.9%
4380.0%0.03%
-6.5%
Q1 2021$209,000
+12.4%
438
-1.4%
0.03%
+3.3%
Q4 2020$186,000
+21.6%
444
-1.6%
0.03%
+3.4%
Q3 2020$153,000
+4.8%
4510.0%0.03%
-6.5%
Q2 2020$146,000
+33.9%
451
+8.9%
0.03%
+6.9%
Q1 2020$109,000
-29.7%
4140.0%0.03%
-19.4%
Q4 2019$155,0004140.04%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders