Jackson 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 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
Jackson Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$562,000
+26.4%
1,231
+22.6%
0.08%
-50.9%
Q4 2022$444,561
-40.6%
1,004
-36.2%
0.16%
+45.5%
Q1 2021$749,000
+45.4%
1,574
+28.3%
0.11%
+60.0%
Q4 2020$515,000
+25.6%
1,227
-2.8%
0.07%
-4.1%
Q2 2020$410,000
-88.4%
1,262
-90.3%
0.07%
-93.9%
Q2 2015$3,531,000
-19.0%
12,950
-17.7%
1.20%
-14.9%
Q1 2015$4,360,000
+13.6%
15,726
+8.1%
1.40%
+12.1%
Q4 2014$3,839,00014,5421.25%
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