Meristem Family Wealth, 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 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q1 2022$6,492,000
-5.9%
13,237
-0.7%
0.70%
+18.8%
Q4 2021$6,900,000
+6.1%
13,329
-1.5%
0.59%
-5.7%
Q3 2021$6,506,000
+1.6%
13,529
+3.7%
0.63%
-37.8%
Q2 2021$6,404,000
+0.4%
13,042
-2.7%
1.01%
-21.6%
Q1 2021$6,380,000
+13.4%
13,4020.0%1.28%
+7.8%
Q4 2020$5,628,000
+23.3%
13,402
-0.5%
1.19%
+1.9%
Q3 2020$4,563,000
+4.3%
13,467
-0.1%
1.17%
-2.5%
Q2 2020$4,376,000
+23.4%
13,4870.0%1.20%
+10.0%
Q1 2020$3,545,000
-37.5%
13,487
-10.8%
1.09%
-22.0%
Q4 2019$5,675,000
+6.5%
15,1170.0%1.40%
-2.8%
Q3 2019$5,328,000
+0.7%
15,117
+1.4%
1.44%
-10.8%
Q2 2019$5,289,000
+2.7%
14,9150.0%1.61%
-7.4%
Q1 2019$5,152,000
+11.8%
14,915
-2.1%
1.74%
+3.3%
Q4 2018$4,610,000
-19.1%
15,230
-1.8%
1.69%
-13.5%
Q3 2018$5,699,000
+2.1%
15,510
-1.3%
1.95%
-0.6%
Q2 2018$5,581,000
-3.9%
15,720
-7.5%
1.96%
-5.4%
Q1 2018$5,808,000
-1.1%
16,9950.0%2.08%
-2.5%
Q4 2017$5,870,000
+5.8%
16,9950.0%2.13%
-4.4%
Q3 2017$5,546,000
+2.7%
16,9950.0%2.23%
+0.4%
Q2 2017$5,398,000
+1.7%
16,9950.0%2.22%
+5.5%
Q1 2017$5,310,000
+3.5%
16,9950.0%2.10%
+0.3%
Q4 2016$5,128,000
+6.9%
16,9950.0%2.10%
+4.1%
Q3 2016$4,797,000
+3.7%
16,9950.0%2.01%
-1.6%
Q2 2016$4,627,000
+3.6%
16,9950.0%2.05%
+3.8%
Q1 2016$4,465,000
+3.4%
16,9950.0%1.97%
+16.5%
Q4 2015$4,317,000
+2.1%
16,9950.0%1.69%
-23.8%
Q3 2015$4,230,000
-8.9%
16,9950.0%2.22%
+9.2%
Q2 2015$4,643,000
-1.5%
16,9950.0%2.03%
+3.5%
Q1 2015$4,712,000
+5.0%
16,9950.0%1.96%
+20.2%
Q4 2014$4,486,000
+5.9%
16,9950.0%1.64%
-9.8%
Q3 2014$4,237,000
-4.3%
16,9950.0%1.81%
-2.4%
Q2 2014$4,428,000
-11.1%
16,995
-14.5%
1.86%
-14.8%
Q1 2014$4,980,000
+2.6%
19,8750.0%2.18%
+9.4%
Q4 2013$4,853,000
+7.9%
19,8750.0%1.99%
-3.9%
Q3 2013$4,498,000
+7.7%
19,8750.0%2.07%
+7.2%
Q2 2013$4,176,00019,8751.93%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
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