Evanson Asset Management, 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 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$879,429
-4.5%
1,926
+0.2%
0.08%
-3.6%
Q2 2023$921,107
+13.3%
1,923
+8.5%
0.08%
+5.0%
Q1 2023$812,686
+3.9%
1,773
+0.3%
0.08%
-4.8%
Q4 2022$782,361
+10.7%
1,767
+0.4%
0.08%
+1.2%
Q3 2022$707,000
-2.6%
1,760
+0.3%
0.08%
+3.8%
Q2 2022$726,000
-15.5%
1,755
+0.3%
0.08%
-3.6%
Q1 2022$859,000
-4.9%
1,750
+0.3%
0.08%
+3.8%
Q4 2021$903,000
+5.6%
1,745
+0.2%
0.08%
-9.1%
Q3 2021$855,000
-1.5%
1,741
-1.5%
0.09%
-2.2%
Q2 2021$868,000
+3.3%
1,767
+0.1%
0.09%
-27.4%
Q1 2021$840,000
+13.7%
1,765
+0.3%
0.12%
+5.1%
Q4 2020$739,000
+24.4%
1,759
+0.3%
0.12%
+10.3%
Q3 2020$594,000
+4.6%
1,754
+0.3%
0.11%
-5.3%
Q2 2020$568,000
+28.5%
1,749
+4.0%
0.11%
+7.6%
Q1 2020$442,000
-29.7%
1,681
+0.4%
0.10%
-15.3%
Q4 2019$629,000
+7.0%
1,675
+0.4%
0.12%
+2.5%
Q3 2019$588,000
-0.3%
1,669
+0.4%
0.12%
+1.7%
Q2 2019$590,000
+3.0%
1,663
+0.2%
0.12%
+0.8%
Q1 2019$573,000
+14.6%
1,659
+0.4%
0.12%
+3.5%
Q4 2018$500,000
-17.5%
1,653
+0.2%
0.11%
-7.3%
Q3 2018$606,000
+3.6%
1,649
+0.1%
0.12%
+6.0%
Q2 2018$585,000
+4.1%
1,647
+0.1%
0.12%0.0%
Q1 2018$562,000
-1.1%
1,646
+0.1%
0.12%
+0.9%
Q4 2017$568,000
+6.0%
1,644
+0.1%
0.12%0.0%
Q3 2017$536,000
+2.9%
1,642
+0.1%
0.12%
-4.2%
Q2 2017$521,000
+1.6%
1,641
+0.1%
0.12%
-5.5%
Q1 2017$513,000
+11.8%
1,640
+7.8%
0.13%
-0.8%
Q4 2016$459,000
+7.0%
1,521
+0.1%
0.13%
+4.9%
Q3 2016$429,000
+3.9%
1,520
+0.1%
0.12%
-2.4%
Q2 2016$413,000
+3.5%
1,519
+0.1%
0.12%
-8.8%
Q1 2016$399,000
+2.3%
1,518
-1.1%
0.14%
-3.5%
Q4 2015$390,000
-0.5%
1,535
-2.5%
0.14%
-3.4%
Q3 2015$392,000
-8.8%
1,575
+0.1%
0.15%
-2.0%
Q2 2015$430,000
-1.4%
1,574
+0.1%
0.15%
-3.8%
Q1 2015$436,000
+5.1%
1,573
+0.1%
0.16%
+2.0%
Q4 2014$415,000
+10.1%
1,571
+4.0%
0.15%
-0.6%
Q3 2014$377,000
-4.1%
1,511
+0.1%
0.15%
+1.3%
Q2 2014$393,000
+3.4%
1,510
-0.5%
0.15%
-9.0%
Q1 2014$380,000
+3.3%
1,518
+0.7%
0.17%
+1.8%
Q4 2013$368,0001,5080.16%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2021
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