Evercore Wealth Management, 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 694 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.2%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$9,247,444
-5.8%
20,251
-1.2%
0.17%
-3.9%
Q2 2023$9,815,744
+3.6%
20,496
-0.8%
0.18%
-4.8%
Q1 2023$9,472,112
+3.2%
20,663
-0.4%
0.19%
-1.6%
Q4 2022$9,182,541
+13.1%
20,738
+2.6%
0.19%
+4.9%
Q3 2022$8,116,000
-3.2%
20,208
-0.4%
0.18%
+3.4%
Q2 2022$8,387,000
-16.0%
20,283
-0.4%
0.18%0.0%
Q1 2022$9,987,000
-5.9%
20,363
-0.6%
0.18%
+2.3%
Q4 2021$10,609,000
+7.1%
20,493
-0.5%
0.17%
-3.4%
Q3 2021$9,905,000
-3.6%
20,598
-1.6%
0.18%
-4.8%
Q2 2021$10,275,000
+3.2%
20,927
+0.0%
0.19%
-4.6%
Q1 2021$9,961,000
+7.6%
20,925
-5.1%
0.20%
-1.5%
Q4 2020$9,259,000
+17.1%
22,050
-5.5%
0.20%
+3.1%
Q3 2020$7,910,000
+2.0%
23,345
-2.4%
0.19%
-6.3%
Q2 2020$7,758,000
+9.3%
23,909
-11.5%
0.21%
-11.5%
Q1 2020$7,099,000
-32.2%
27,004
-3.2%
0.23%
-17.0%
Q4 2019$10,473,000
+3.2%
27,897
-3.1%
0.28%
-5.4%
Q3 2019$10,146,000
+2.0%
28,786
+2.6%
0.30%
-1.3%
Q2 2019$9,948,000
+8.4%
28,054
+5.6%
0.30%
+2.0%
Q1 2019$9,176,000
+19.5%
26,564
+4.7%
0.30%
+2.1%
Q4 2018$7,680,000
-17.7%
25,375
-0.0%
0.29%
-2.7%
Q3 2018$9,328,000
+11.8%
25,385
+8.0%
0.30%
+4.6%
Q2 2018$8,345,000
+14.1%
23,505
+9.8%
0.28%
+2.2%
Q1 2018$7,314,000
+2.9%
21,405
+4.0%
0.28%
+5.7%
Q4 2017$7,107,000
+2.1%
20,575
-3.6%
0.26%
-2.6%
Q3 2017$6,964,000
+1.5%
21,339
-1.2%
0.27%
+2.3%
Q2 2017$6,862,000
-1.4%
21,604
-3.0%
0.26%
-2.6%
Q1 2017$6,957,000
+13.5%
22,269
+9.7%
0.27%
+7.1%
Q4 2016$6,127,000
-5.4%
20,307
-11.5%
0.25%
-5.2%
Q3 2016$6,474,000
+4.9%
22,937
+1.1%
0.27%
-1.8%
Q2 2016$6,174,000
-0.2%
22,677
-3.7%
0.27%0.0%
Q1 2016$6,185,000
+2.9%
23,541
-0.5%
0.27%
-2.2%
Q4 2015$6,008,000
-14.2%
23,651
-15.9%
0.28%
-16.5%
Q3 2015$7,000,000
-9.9%
28,121
-1.2%
0.33%
-4.8%
Q2 2015$7,772,000
+0.5%
28,451
+2.0%
0.35%
-1.1%
Q1 2015$7,734,000
+26.0%
27,891
+20.0%
0.36%
+16.0%
Q4 2014$6,137,000
-14.3%
23,249
-19.0%
0.31%
-14.8%
Q3 2014$7,159,000
-4.3%
28,713
+0.0%
0.36%
-7.0%
Q2 2014$7,478,000
+11.0%
28,703
+6.8%
0.39%
+2.1%
Q1 2014$6,734,000
+3.3%
26,877
+0.7%
0.38%
+5.6%
Q4 2013$6,517,000
+5.6%
26,692
-2.1%
0.36%
+1.4%
Q3 2013$6,170,000
+7.6%
27,262
-0.1%
0.35%
+9.0%
Q2 2013$5,732,00027,2870.32%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2017
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders