Jacobus Wealth Management, 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
Jacobus Wealth Management, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2017$14,731,000
+2.0%
45,141
-0.7%
3.86%
-1.0%
Q2 2017$14,441,000
+2.6%
45,467
+1.0%
3.89%
-1.3%
Q1 2017$14,069,000
+5.9%
45,033
+2.3%
3.94%
+1.5%
Q4 2016$13,283,000
+5.9%
44,022
-0.9%
3.89%
+6.3%
Q3 2016$12,542,000
+3.9%
44,432
+0.2%
3.65%
-0.8%
Q2 2016$12,068,000
+3.8%
44,330
+0.2%
3.68%
+8.3%
Q1 2016$11,628,000
+6.4%
44,260
+2.9%
3.40%
+8.6%
Q4 2015$10,929,000
-5.9%
43,019
-7.9%
3.13%
-7.6%
Q3 2015$11,620,000
-4.7%
46,686
+4.6%
3.39%
+11.9%
Q2 2015$12,192,000
+0.9%
44,626
+2.4%
3.03%
-2.9%
Q1 2015$12,079,000
+2.4%
43,570
-2.5%
3.12%
+1.7%
Q4 2014$11,797,000
+8.4%
44,692
+2.4%
3.06%
+2.1%
Q3 2014$10,886,000
-8.3%
43,663
-4.1%
3.00%
-1.2%
Q2 2014$11,866,000
+3.6%
45,539
-0.4%
3.04%
+9.0%
Q1 2014$11,456,000
+6.4%
45,719
+3.7%
2.79%
-10.8%
Q4 2013$10,765,000
-7.6%
44,081
-14.4%
3.12%
-23.3%
Q3 2013$11,654,000
+5.1%
51,493
-2.4%
4.07%
+0.4%
Q2 2013$11,090,00052,7854.06%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
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