Capital Analysts, 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
Capital Analysts, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$19
-5.0%
420.0%0.00%0.0%
Q2 2023$20
+5.3%
420.0%0.00%0.0%
Q1 2023$19
+5.6%
420.0%0.00%0.0%
Q4 2022$18
-99.9%
42
+7.7%
0.00%0.0%
Q3 2022$16,000
-23.8%
39
-23.5%
0.00%0.0%
Q2 2022$21,000
-22.2%
51
-7.3%
0.00%
-50.0%
Q1 2022$27,000
-3.6%
550.0%0.00%0.0%
Q4 2021$28,000
+7.7%
550.0%0.00%0.0%
Q3 2021$26,000
-40.9%
55
-38.9%
0.00%
-33.3%
Q2 2021$44,000
+69.2%
90
+63.6%
0.00%
+50.0%
Q1 2021$26,000
+1200.0%
55
+1275.0%
0.00%
Q4 2020$2,000
-92.0%
4
-94.6%
0.00%
-100.0%
Q3 2020$25,000
-47.9%
74
-50.3%
0.00%
-60.0%
Q2 2020$48,000
+17.1%
149
-3.2%
0.01%0.0%
Q1 2020$41,000
-68.9%
154
-56.0%
0.01%
-61.5%
Q4 2019$132,000
+15.8%
350
+7.4%
0.01%
+8.3%
Q3 2019$114,000
+6.5%
326
+7.6%
0.01%0.0%
Q2 2019$107,000
+2.9%
3030.0%0.01%0.0%
Q1 2019$104,000
+33.3%
303
+17.0%
0.01%
+20.0%
Q4 2018$78,000
-99.9%
259
-52.0%
0.01%
-9.1%
Q3 2018$99,600,000
+102580.4%
540
+98.5%
0.01%
-8.3%
Q2 2018$97,000
-1.0%
272
-5.2%
0.01%0.0%
Q1 2018$98,000
+292.0%
287
+298.6%
0.01%
+300.0%
Q4 2017$25,000
+4.2%
720.0%0.00%0.0%
Q3 2017$24,000
-99.9%
720.0%0.00%0.0%
Q2 2017$22,896,000
+1.9%
72
+1.4%
0.00%
-25.0%
Q1 2017$22,463,000
+102004.5%
710.0%0.00%0.0%
Q4 2016$22,000
-99.9%
710.0%0.00%0.0%
Q3 2016$20,138,000
-99.5%
71
-99.5%
0.00%
-99.5%
Q1 2015$3,833,716,000
+4.7%
13,828
-0.3%
0.80%
-0.7%
Q4 2014$3,662,863,000
+8.5%
13,876
+2.5%
0.80%
+1.6%
Q3 2014$3,374,875,000
+1.2%
13,536
+5.8%
0.79%
-2.6%
Q2 2014$3,335,337,000
+4.7%
12,800
+0.7%
0.81%
-2.4%
Q1 2014$3,184,147,000
+4.8%
12,707
+2.1%
0.83%
+0.7%
Q4 2013$3,039,122,000
+6.9%
12,445
-0.9%
0.83%
-2.8%
Q3 2013$2,842,744,000
+10.4%
12,560
+2.5%
0.85%
+4.7%
Q2 2013$2,575,030,000
+0.3%
12,256
+0.2%
0.81%
-5.6%
Q1 2013$2,566,539,000
+42.6%
12,237
+26.2%
0.86%
+18.8%
Q4 2012$1,800,396,0009,6940.72%
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