NAPLES GLOBAL ADVISORS, 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 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,609,474
-9.5%
5,695
-5.1%
0.32%
-6.5%
Q2 2023$2,883,479
+4.4%
6,002
-0.2%
0.34%
-1.7%
Q1 2023$2,763,113
+6.5%
6,012
+3.0%
0.34%
+4.2%
Q4 2022$2,594,262
+9.9%
5,837
-0.3%
0.33%
+1.5%
Q3 2022$2,361,000
-6.0%
5,852
-3.3%
0.32%
-0.3%
Q2 2022$2,511,000
-15.4%
6,0520.0%0.33%
-5.0%
Q1 2022$2,968,000
-9.3%
6,052
-4.3%
0.34%
-9.5%
Q4 2021$3,273,000
+7.1%
6,322
-0.5%
0.38%
-5.5%
Q3 2021$3,055,000
-3.6%
6,352
-1.5%
0.40%
-9.1%
Q2 2021$3,168,000
+3.1%
6,452
-0.0%
0.44%
-5.6%
Q1 2021$3,072,000
+13.4%
6,4530.0%0.47%
+2.0%
Q4 2020$2,710,000
+13.5%
6,453
-8.5%
0.46%
-1.7%
Q3 2020$2,388,000
-0.1%
7,049
-4.3%
0.47%
-9.5%
Q2 2020$2,391,000
+17.4%
7,369
-4.8%
0.52%
-3.6%
Q1 2020$2,036,000
-35.0%
7,744
-7.2%
0.53%
-18.8%
Q4 2019$3,134,000
+6.5%
8,3490.0%0.66%
-4.2%
Q3 2019$2,943,000
-0.5%
8,349
+0.1%
0.69%
-4.6%
Q2 2019$2,959,000
+1.6%
8,344
-1.1%
0.72%
-3.4%
Q1 2019$2,913,000
+5.1%
8,434
-2.4%
0.74%
-5.6%
Q4 2018$2,771,000
-58.6%
8,644
-53.3%
0.79%
-13.7%
Q3 2018$6,686,000
+98.9%
18,515
+95.5%
0.91%
-3.5%
Q2 2018$3,362,000
+3.6%
9,470
-0.3%
0.95%
-1.7%
Q1 2018$3,246,000
-3.1%
9,500
-2.1%
0.96%
-2.6%
Q4 2017$3,350,000
-23.3%
9,700
-27.5%
0.99%
-32.2%
Q3 2017$4,367,000
+0.1%
13,381
-2.5%
1.46%
-5.8%
Q2 2017$4,361,000
+0.3%
13,731
-1.3%
1.55%
-0.8%
Q1 2017$4,347,000
+3.6%
13,913
+0.0%
1.56%
-4.5%
Q4 2016$4,196,000
+4.5%
13,908
-2.2%
1.63%
+4.1%
Q3 2016$4,016,000
+4.0%
14,228
+0.4%
1.57%
-0.6%
Q2 2016$3,860,000
+2.4%
14,178
-1.2%
1.58%0.0%
Q1 2016$3,770,000
+0.1%
14,348
-3.2%
1.58%
-13.4%
Q4 2015$3,765,000
+2.4%
14,821
+0.3%
1.82%
-3.4%
Q3 2015$3,676,000
-8.6%
14,771
+0.3%
1.89%
-2.2%
Q2 2015$4,023,000
-0.4%
14,724
+1.0%
1.93%
+0.5%
Q1 2015$4,041,000
+5.2%
14,574
+0.1%
1.92%
-5.5%
Q4 2014$3,842,000
+7.8%
14,554
+1.8%
2.03%
-3.2%
Q3 2014$3,564,000
-2.4%
14,296
+2.0%
2.10%
-3.0%
Q2 2014$3,653,000
+6.5%
14,021
+2.4%
2.17%
+3.2%
Q1 2014$3,431,000
+14.0%
13,691
+11.1%
2.10%
+4.5%
Q4 2013$3,010,00012,3272.01%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders