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 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 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 Q3 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders