Perigon 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 926 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,960,094
-49.7%
6,482
-47.3%
0.12%
+3.4%
Q2 2023$5,889,116
+185.9%
12,298
+173.7%
0.12%
-0.9%
Q1 2023$2,059,910
-43.7%
4,494
-45.6%
0.12%
+3.5%
Q4 2022$3,658,764
+150.9%
8,262
+127.7%
0.11%
-10.3%
Q3 2022$1,458,000
-2.8%
3,629
+0.1%
0.13%
+0.8%
Q2 2022$1,500,000
-6.5%
3,627
+10.8%
0.12%
+10.6%
Q1 2022$1,605,000
+14.1%
3,272
+20.3%
0.11%
+11.9%
Q4 2021$1,407,000
+2.4%
2,719
-4.8%
0.10%
-15.1%
Q3 2021$1,374,000
-5.3%
2,857
-3.3%
0.12%
-7.8%
Q2 2021$1,451,000
-0.2%
2,955
-3.2%
0.13%
-12.8%
Q1 2021$1,454,000
+17.3%
3,054
+3.5%
0.15%
+2.8%
Q4 2020$1,240,000
+44.0%
2,952
+16.2%
0.14%
+20.0%
Q3 2020$861,000
+12.3%
2,541
+7.5%
0.12%
-1.6%
Q2 2020$767,000
+23.9%
2,364
+10.4%
0.12%
+6.1%
Q1 2020$619,000
-17.2%
2,141
+7.0%
0.12%
-24.8%
Q4 2019$748,000
+206.6%
2,000
+186.9%
0.15%
+168.4%
Q3 2019$244,000
-14.1%
697
-13.1%
0.06%
-13.6%
Q2 2019$284,000
+1.8%
802
+0.1%
0.07%
+1.5%
Q1 2019$279,000
+12.0%
801
+0.3%
0.06%
+1.6%
Q4 2018$249,000
-2.0%
799
+15.8%
0.06%
+1.6%
Q3 2018$254,000
+605.6%
690
+557.1%
0.06%
+384.6%
Q1 2018$36,0000.0%1050.0%0.01%0.0%
Q4 2017$36,000
+5.9%
1050.0%0.01%
+18.2%
Q3 2017$34,000
+3.0%
1050.0%0.01%
+57.1%
Q1 2017$33,0000.0%1050.0%0.01%0.0%
Q4 2016$33,000
+10.0%
1050.0%0.01%
-12.5%
Q3 2016$30,000
-97.9%
105
-97.1%
0.01%
-93.7%
Q3 2011$1,458,0003,6290.13%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2019
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders