Bartlett & Co. 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q4 2023$31,906
+61.5%
62,051
+43.9%
0.52%
+45.9%
Q3 2023$19,758
-31.1%
43,121
-27.7%
0.36%
-28.4%
Q2 2023$28,668
+8.6%
59,671
+3.9%
0.50%
-2.7%
Q1 2023$26,408
+3.4%
57,4580.0%0.51%
-0.8%
Q4 2022$25,538
-99.9%
57,458
+0.2%
0.51%
+3.0%
Q3 2022$23,238,000
+1.5%
57,333
+3.9%
0.50%
+7.5%
Q2 2022$22,899,000
-15.6%
55,192
-0.0%
0.46%
-2.1%
Q1 2022$27,144,000
-5.3%
55,215
-0.0%
0.47%
-2.5%
Q4 2021$28,676,000
+7.9%
55,235
-0.0%
0.49%
-4.1%
Q3 2021$26,571,000
-2.1%
55,255
-0.0%
0.51%
-2.1%
Q2 2021$27,139,000
+4.8%
55,271
+1.6%
0.52%
-0.6%
Q1 2021$25,904,000
+13.0%
54,414
-0.3%
0.52%
+6.5%
Q4 2020$22,925,000
+24.4%
54,594
+0.4%
0.49%
+13.2%
Q3 2020$18,427,000
+5.0%
54,384
+0.6%
0.43%
-5.7%
Q2 2020$17,548,000
+23.4%
54,079
+0.0%
0.46%
+5.8%
Q1 2020$14,216,000
-26.5%
54,078
-1.5%
0.43%
-14.8%
Q3 2019$19,350,000
+1.5%
54,899
+2.2%
0.51%
-28.6%
Q2 2019$19,056,000
+2.6%
53,740
-0.1%
0.71%
-0.1%
Q1 2019$18,579,000
+14.1%
53,7900.0%0.71%
+2.6%
Q4 2018$16,281,000
-16.6%
53,790
+1.2%
0.69%
-5.3%
Q3 2018$19,523,000
+3.4%
53,130
-0.1%
0.73%
-4.6%
Q2 2018$18,887,000
+6.0%
53,200
+2.0%
0.77%
+4.3%
Q1 2018$17,821,000
-1.1%
52,150
-0.0%
0.74%
+2.6%
Q4 2017$18,015,000
+5.8%
52,1560.0%0.72%
+0.6%
Q3 2017$17,020,000
+2.7%
52,1560.0%0.71%
-4.3%
Q2 2017$16,566,000
+1.6%
52,156
-0.0%
0.74%
+0.5%
Q1 2017$16,300,000
+3.6%
52,172
+0.0%
0.74%
-0.3%
Q4 2016$15,737,000
+6.3%
52,156
-0.6%
0.74%
+4.1%
Q3 2016$14,806,000
+3.7%
52,454
+0.1%
0.71%
+1.3%
Q2 2016$14,272,000
+3.6%
52,425
+0.0%
0.70%
+2.0%
Q1 2016$13,770,000
+7.2%
52,415
+3.7%
0.69%
+4.2%
Q4 2015$12,846,000
+2.0%
50,565
-0.1%
0.66%
-3.9%
Q3 2015$12,596,000
-8.7%
50,610
+0.2%
0.69%
-0.1%
Q2 2015$13,793,000
+19.3%
50,488
+21.1%
0.69%
+20.4%
Q1 2015$11,560,000
+5.0%
41,6950.0%0.57%
+8.1%
Q4 2014$11,006,000
-12.1%
41,695
-16.9%
0.53%
-12.2%
Q3 2014$12,515,000
-7.3%
50,195
-3.1%
0.60%
-6.9%
Q2 2014$13,503,000
+3.9%
51,822
-0.1%
0.65%
+0.6%
Q1 2014$12,995,000
+2.6%
51,8620.0%0.65%
+2.1%
Q4 2013$12,665,000
+126.8%
51,862
+110.2%
0.63%
+108.9%
Q3 2013$5,585,000
+7.7%
24,6770.0%0.30%
+6.3%
Q2 2013$5,185,00024,6770.28%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 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