Thomas J. Herzfeld 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Thomas J. Herzfeld Advisors, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$68,496
-4.7%
1500.0%0.03%
-10.3%
Q2 2023$71,837
+4.5%
1500.0%0.03%
+3.6%
Q1 2023$68,762
+3.5%
1500.0%0.03%
+3.7%
Q4 2022$66,419
+10.7%
1500.0%0.03%
+3.8%
Q3 2022$60,000
-3.2%
1500.0%0.03%0.0%
Q2 2022$62,000
-16.2%
1500.0%0.03%
-7.1%
Q1 2022$74,000
-5.1%
1500.0%0.03%0.0%
Q4 2021$78,000
+8.3%
1500.0%0.03%
-12.5%
Q3 2021$72,000
-2.7%
1500.0%0.03%
+3.2%
Q2 2021$74,000
+4.2%
1500.0%0.03%
-3.1%
Q1 2021$71,000
+12.7%
1500.0%0.03%
+10.3%
Q4 2020$63,000
+21.2%
1500.0%0.03%
-17.1%
Q3 2020$52,000
+2.0%
1500.0%0.04%
+40.0%
Q2 2020$51,000
+30.8%
1500.0%0.02%
+19.0%
Q1 2020$39,000
-30.4%
1500.0%0.02%
+5.0%
Q4 2019$56,000
+5.7%
1500.0%0.02%0.0%
Q3 2019$53,0000.0%1500.0%0.02%0.0%
Q2 2019$53,000
+1.9%
1500.0%0.02%
+5.3%
Q1 2019$52,000
+15.6%
1500.0%0.02%
+5.6%
Q4 2018$45,0001500.02%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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