Segment 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
Segment Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$3,594,213
-9.3%
7,871
-4.9%
0.36%
-10.3%
Q2 2023$3,962,022
+4.3%
8,273
-0.1%
0.41%
-5.3%
Q1 2023$3,797,010
+3.3%
8,283
-0.2%
0.43%
+0.9%
Q4 2022$3,676,485
+8.9%
8,303
-1.2%
0.43%
+1.2%
Q3 2022$3,375,000
-3.4%
8,403
-0.6%
0.42%
-5.0%
Q2 2022$3,494,000
-16.2%
8,451
-0.6%
0.44%
+3.0%
Q1 2022$4,169,000
-5.3%
8,5010.0%0.43%
-6.9%
Q4 2021$4,401,000
+6.4%
8,501
-1.2%
0.46%
-5.9%
Q3 2021$4,138,000
-3.9%
8,606
-1.9%
0.49%
-3.9%
Q2 2021$4,307,000
+3.0%
8,771
-0.1%
0.51%
-7.8%
Q1 2021$4,180,000
+12.5%
8,781
-0.8%
0.55%
+3.2%
Q4 2020$3,717,000
+23.9%
8,8520.0%0.54%
+10.3%
Q3 2020$2,999,000
+4.1%
8,852
-0.3%
0.49%
-8.6%
Q2 2020$2,880,000
-69.8%
8,876
-75.5%
0.53%
-74.9%
Q1 2020$9,531,000
-33.1%
36,257
-4.5%
2.12%
-11.7%
Q4 2019$14,245,000
+6.9%
37,949
+0.4%
2.40%
-7.7%
Q3 2019$13,323,000
+8.2%
37,798
+8.8%
2.61%
+4.1%
Q2 2019$12,316,000
+7.4%
34,733
+4.6%
2.50%
+3.1%
Q1 2019$11,468,000
+18.7%
33,202
+4.0%
2.43%
-0.3%
Q4 2018$9,658,000
-11.3%
31,910
+7.7%
2.44%
+2.7%
Q3 2018$10,892,000
+7.0%
29,642
+3.4%
2.37%
-1.1%
Q2 2018$10,176,000
+6.5%
28,663
+2.5%
2.40%
+1.0%
Q1 2018$9,559,000
-1.9%
27,971
-0.8%
2.38%
+0.9%
Q4 2017$9,743,000
+8.5%
28,206
+2.5%
2.36%
-1.1%
Q3 2017$8,976,000
+7.1%
27,505
+4.2%
2.38%
+3.1%
Q2 2017$8,382,000
-0.9%
26,390
-2.5%
2.31%
-16.2%
Q1 2017$8,460,000
+14.8%
27,080
+10.9%
2.76%
+2.0%
Q4 2016$7,370,000
+23.9%
24,427
+16.0%
2.70%
+15.6%
Q3 2016$5,946,000
+7.0%
21,065
+3.2%
2.34%
+2.0%
Q2 2016$5,555,000
+11.6%
20,406
+7.7%
2.29%
+23.4%
Q1 2016$4,977,000
+10.7%
18,946
+7.1%
1.86%
+9.0%
Q4 2015$4,495,000
+4.9%
17,693
+2.7%
1.70%
+4.0%
Q3 2015$4,286,000
-9.7%
17,222
-0.9%
1.64%
-0.7%
Q2 2015$4,749,000
+2.0%
17,382
+3.5%
1.65%
+6.0%
Q1 2015$4,655,000
+5.9%
16,790
+0.8%
1.56%
-7.8%
Q4 2014$4,397,000
+2.2%
16,656
-3.4%
1.69%
+2.7%
Q3 2014$4,301,000
-1.2%
17,249
+3.2%
1.64%
-2.6%
Q2 2014$4,355,000
+5.3%
16,713
+1.3%
1.69%
-12.3%
Q1 2014$4,134,000
+11.5%
16,500
+8.6%
1.92%
+5.1%
Q4 2013$3,709,000
+9.3%
15,189
+1.3%
1.83%
-1.0%
Q3 2013$3,393,00014,9901.85%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
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