Baystate 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
Baystate Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$500,559
-4.4%
1,096
+0.3%
0.04%
-4.7%
Q2 2023$523,469
-52.4%
1,093
-54.4%
0.04%
-55.2%
Q1 2023$1,098,746
+105143.9%
2,396
+1.6%
0.10%0.0%
Q4 2022$1,044
-99.9%
2,358
+0.4%
0.10%
-1.0%
Q3 2022$944,000
-2.5%
2,349
+0.3%
0.10%
+3.2%
Q2 2022$968,000
-17.0%
2,341
-1.5%
0.09%
-8.7%
Q1 2022$1,166,000
-5.0%
2,377
+0.3%
0.10%
-7.2%
Q4 2021$1,227,000
+13.5%
2,369
+5.4%
0.11%
+3.7%
Q3 2021$1,081,000
+0.9%
2,248
+3.1%
0.11%
+0.9%
Q2 2021$1,071,000
+42.8%
2,180
+38.3%
0.11%
+34.2%
Q1 2021$750,000
+8.2%
1,576
-4.4%
0.08%0.0%
Q4 2020$693,000
+8.8%
1,649
-12.3%
0.08%
+3.9%
Q3 2020$637,000
-29.8%
1,881
-32.7%
0.08%
-28.3%
Q2 2020$908,000
+21.6%
2,796
-1.7%
0.11%
+7.1%
Q1 2020$747,000
+129.8%
2,843
+228.7%
0.10%
+147.5%
Q4 2019$325,000
+9.1%
865
+2.5%
0.04%
+2.6%
Q3 2019$298,000
-0.3%
844
+0.4%
0.04%0.0%
Q2 2019$299,000
-1.0%
841
+0.2%
0.04%
-2.5%
Q1 2019$302,000
+8.6%
839
-0.2%
0.04%
-2.4%
Q4 2018$278,000
-4.5%
841
+0.2%
0.04%
-19.6%
Q3 2018$291,000
-4.0%
839
+0.2%
0.05%
+13.3%
Q2 2018$303,000
+3.4%
837
-1.3%
0.04%
+2.3%
Q1 2018$293,000
-4.6%
8480.0%0.04%
-4.3%
Q4 2017$307,000
+9.6%
8480.0%0.05%
-2.1%
Q3 2017$280,000
-17.4%
848
-19.5%
0.05%
-23.0%
Q2 2017$339,000
+4.0%
1,0540.0%0.06%
-3.2%
Q1 2017$326,000
+0.3%
1,0540.0%0.06%
-3.1%
Q4 2016$325,000
+9.1%
1,0540.0%0.06%0.0%
Q3 2016$298,000
+3.8%
1,0540.0%0.06%0.0%
Q2 2016$287,000
+0.7%
1,054
-2.8%
0.06%
+4.8%
Q1 2016$285,000
+13.5%
1,084
+9.5%
0.06%
+14.8%
Q4 2015$251,000
+105.7%
990
+71.0%
0.05%
-10.0%
Q2 2013$122,0005790.06%
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