Tarbox Family Office, Inc. - 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
Tarbox Family Office, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$238,366
-4.7%
5220.0%0.05%0.0%
Q2 2023$249,991
+4.5%
5220.0%0.05%
+2.1%
Q1 2023$239,290
+3.5%
5220.0%0.05%
-5.9%
Q4 2022$231,136
+7.0%
5220.0%0.05%0.0%
Q3 2022$216,0000.0%5220.0%0.05%
+4.1%
Q2 2022$216,000
-15.6%
5220.0%0.05%
-5.8%
Q1 2022$256,000
-7.9%
522
-2.8%
0.05%
+8.3%
Q4 2021$278,000
+7.8%
5370.0%0.05%
+2.1%
Q3 2021$258,000
-2.3%
5370.0%0.05%0.0%
Q2 2021$264,000
+3.1%
5370.0%0.05%
-6.0%
Q1 2021$256,000
-4.1%
537
-15.7%
0.05%
-10.7%
Q4 2020$267,000
+23.6%
6370.0%0.06%
+5.7%
Q3 2020$216,000
+4.3%
6370.0%0.05%
-1.9%
Q2 2020$207,000
+24.0%
6370.0%0.05%0.0%
Q1 2020$167,000
-28.3%
637
+2.4%
0.05%
-15.6%
Q4 2019$233,000
+6.4%
6220.0%0.06%
-4.5%
Q3 2019$219,000
-0.9%
6220.0%0.07%
-2.9%
Q2 2019$221,000
+2.8%
6220.0%0.07%
-12.7%
Q1 2019$215,000
+14.4%
6220.0%0.08%
+1.3%
Q4 2018$188,000
-17.9%
6220.0%0.08%
-6.0%
Q3 2018$229,000
+3.6%
6220.0%0.08%
-2.4%
Q2 2018$221,000
+3.8%
6220.0%0.08%
+3.7%
Q1 2018$213,000
-0.9%
6220.0%0.08%
-3.5%
Q4 2017$215,000
+5.9%
6220.0%0.08%
-4.5%
Q3 2017$203,000
+2.5%
6220.0%0.09%
-9.2%
Q2 2017$198,000
+2.1%
6220.0%0.10%
-2.0%
Q1 2017$194,000
+3.2%
6220.0%0.10%
-7.4%
Q4 2016$188,000
+6.8%
6220.0%0.11%
-4.4%
Q3 2016$176,000
+4.1%
6220.0%0.11%
-6.6%
Q2 2016$169,000
+3.7%
6220.0%0.12%
-1.6%
Q1 2016$163,0006220.12%
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