Joel Isaacson & 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,434,101
+0.3%
5,330
+5.2%
0.17%
+3.1%
Q2 2023$2,426,687
+4.6%
5,067
+0.1%
0.16%
-3.0%
Q1 2023$2,319,549
+3.7%
5,060
+0.1%
0.17%
-2.9%
Q4 2022$2,237,744
+40.1%
5,054
+27.1%
0.17%
+24.6%
Q3 2022$1,597,000
+72.3%
3,977
+77.5%
0.14%
+76.9%
Q2 2022$927,000
+1.4%
2,241
+17.1%
0.08%
+16.4%
Q1 2022$914,000
-5.0%
1,913
+2.9%
0.07%
+1.5%
Q4 2021$962,000
+7.8%
1,859
+0.2%
0.07%
-1.5%
Q3 2021$892,000
-7.0%
1,855
-5.0%
0.07%
-10.7%
Q2 2021$959,000
+6.0%
1,953
+2.7%
0.08%
-5.1%
Q1 2021$905,000
+20.5%
1,901
+6.4%
0.08%
+6.8%
Q4 2020$751,000
+23.9%
1,7870.0%0.07%
-6.3%
Q3 2020$606,000
+4.5%
1,7870.0%0.08%
-4.8%
Q2 2020$580,000
+23.4%
1,7870.0%0.08%
+1.2%
Q1 2020$470,000
-30.0%
1,7870.0%0.08%
-6.8%
Q4 2019$671,000
+6.5%
1,7870.0%0.09%
-2.2%
Q3 2019$630,000
-0.6%
1,7870.0%0.09%
-2.2%
Q2 2019$634,000
+2.8%
1,7870.0%0.09%
+2.2%
Q1 2019$617,000
+7.7%
1,7870.0%0.09%
-1.1%
Q4 2018$573,000
-12.8%
1,7870.0%0.09%
-11.7%
Q3 2018$657,000
+24.4%
1,787
+20.2%
0.10%
+17.0%
Q2 2018$528,000
-7.5%
1,487
-11.1%
0.09%
-12.0%
Q1 2018$571,000
+11.1%
1,672
+12.4%
0.10%
+12.4%
Q4 2017$514,000
+6.0%
1,4870.0%0.09%0.0%
Q3 2017$485,000
+2.8%
1,4870.0%0.09%0.0%
Q2 2017$472,000
+1.5%
1,4870.0%0.09%
-2.2%
Q1 2017$465,000
+16.5%
1,487
+12.5%
0.09%
+13.8%
Q4 2016$399,000
+7.0%
1,3220.0%0.08%
+3.9%
Q3 2016$373,000
+3.6%
1,3220.0%0.08%0.0%
Q2 2016$360,000
+129.3%
1,322
+121.8%
0.08%
+120.0%
Q1 2016$157,000
+4.0%
5960.0%0.04%
-5.4%
Q4 2015$151,000
+2.0%
5960.0%0.04%
-7.5%
Q3 2015$148,000
-9.2%
5960.0%0.04%
-4.8%
Q2 2015$163,000
-1.2%
5960.0%0.04%0.0%
Q1 2015$165,000
+5.1%
5960.0%0.04%0.0%
Q4 2014$157,000
+6.1%
596
+0.2%
0.04%
-6.7%
Q3 2014$148,000
-22.5%
595
-18.7%
0.04%
-25.0%
Q2 2014$191,000
+16.5%
732
+11.6%
0.06%
+9.1%
Q1 2014$164,000
+21.5%
656
+18.4%
0.06%
+12.2%
Q4 2013$135,000
+8.0%
5540.0%0.05%
-3.9%
Q3 2013$125,000
+7.8%
5540.0%0.05%
-7.3%
Q2 2013$116,0000.0%5540.0%0.06%
-6.8%
Q1 2013$116,000
+12.6%
5540.0%0.06%
-11.9%
Q4 2012$103,0005540.07%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
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