SVB WEALTH 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
SVB WEALTH LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$5,710,047
-32.4%
12,504
-29.1%
0.12%
-18.3%
Q2 2023$8,451,276
-54.3%
17,647
-56.3%
0.15%
-40.9%
Q1 2023$18,500,569
-0.7%
40,358
-4.1%
0.26%
+2.8%
Q4 2022$18,637,973
+7.6%
42,092
-2.4%
0.25%
-0.4%
Q3 2022$17,326,000
-1.7%
43,137
+1.2%
0.25%
-6.6%
Q2 2022$17,633,000
-8.8%
42,645
+8.2%
0.27%
+4.6%
Q1 2022$19,334,000
+108.0%
39,420
+119.6%
0.26%
+70.4%
Q4 2021$9,293,000
-52.1%
17,952
-55.5%
0.15%
-39.0%
Q3 2021$19,385,000
-3.5%
40,313
-1.4%
0.25%
-2.4%
Q2 2021$20,082,000
+1.5%
40,900
-1.6%
0.26%
-7.6%
Q1 2021$19,794,000
+4.5%
41,580
-7.8%
0.28%
-0.7%
Q4 2020$18,934,000
+18.2%
45,091
-4.6%
0.28%
+5.3%
Q3 2020$16,016,000
+10.7%
47,269
+6.0%
0.26%
-1.9%
Q2 2020$14,474,000
-82.6%
44,606
-85.9%
0.27%
-86.7%
Q1 2020$83,337,000
-37.3%
317,014
-10.5%
2.02%
-16.4%
Q4 2019$132,907,000
+5.7%
354,060
-0.8%
2.42%
-3.4%
Q3 2019$125,745,000
+1874.9%
356,751
+1886.7%
2.50%
+1069.6%
Q2 2019$6,367,00017,9570.21%
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