Merriman 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
Merriman Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$298,285
-4.6%
6510.0%0.02%0.0%
Q2 2023$312,756
+4.5%
6510.0%0.02%0.0%
Q1 2023$299,202
-27.5%
651
-29.9%
0.02%
-28.6%
Q4 2022$412,899
+10.1%
9290.0%0.02%
-16.0%
Q3 2022$375,000
-2.6%
9290.0%0.02%
-7.4%
Q2 2022$385,000
-15.6%
9290.0%0.03%
-27.0%
Q1 2022$456,000
-89.6%
929
-89.3%
0.04%
-78.6%
Q4 2021$4,377,000
+110.2%
8,680
+100.5%
0.17%0.0%
Q3 2021$2,082,000
-2.5%
4,329
-0.5%
0.17%
-5.5%
Q2 2021$2,136,000
-25.6%
4,351
-27.8%
0.18%
-44.2%
Q1 2021$2,870,000
+13.3%
6,0290.0%0.33%
+20.6%
Q4 2020$2,532,000
+22.0%
6,029
-1.6%
0.27%
-12.3%
Q3 2020$2,076,000
+4.4%
6,128
-0.0%
0.31%
-1.9%
Q2 2020$1,989,000
+499.1%
6,129
+385.3%
0.32%
+338.9%
Q1 2020$332,000
-37.6%
1,263
-10.8%
0.07%
-30.1%
Q4 2019$532,000
+19.8%
1,416
+12.4%
0.10%
+14.4%
Q3 2019$444,000
-91.1%
1,260
-10.0%
0.09%
-6.2%
Q2 2019$4,974,000
+929.8%
1,400
+0.1%
0.10%
+5.5%
Q1 2019$483,000
+43.8%
1,399
+27.4%
0.09%
+24.7%
Q4 2018$336,000
-22.0%
1,098
-6.3%
0.07%
-20.7%
Q3 2018$431,000
+3.6%
1,172
+0.1%
0.09%
-3.2%
Q2 2018$416,000
+4.0%
1,171
+0.2%
0.10%
-9.5%
Q1 2018$400,000
-14.9%
1,169
-14.1%
0.10%
-8.7%
Q4 2017$470,000
-21.0%
1,361
-25.4%
0.12%
-18.4%
Q3 2017$595,000
-94.9%
1,824
-95.6%
0.14%
-94.1%
Q3 2016$11,630,000
+2.9%
41,203
-0.7%
2.40%
-24.8%
Q2 2016$11,300,000
+2.5%
41,510
-1.1%
3.19%
-69.0%
Q1 2016$11,024,000
+334.7%
41,962
+361.1%
10.26%
+297.2%
Q1 2015$2,536,000
+0.5%
9,100
-6.2%
2.58%
-28.4%
Q4 2014$2,523,000
-0.2%
9,7000.0%3.61%
+10.2%
Q3 2014$2,527,0009,7003.28%
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