NorthRock Partners, 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
NorthRock Partners, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,248,265
-4.7%
2,7340.0%0.13%
-9.1%
Q2 2023$1,309,142
-20.8%
2,734
-24.2%
0.14%
-18.8%
Q1 2023$1,653,190
-6.6%
3,606
-9.8%
0.18%
-12.4%
Q4 2022$1,769,832
-3.8%
3,997
-12.7%
0.20%
-6.1%
Q3 2022$1,839,000
+44.2%
4,578
+48.5%
0.21%
+60.9%
Q2 2022$1,275,000
-23.8%
3,083
-9.7%
0.13%
-11.9%
Q1 2022$1,674,000
-14.8%
3,413
-10.0%
0.15%
+2.7%
Q4 2021$1,964,000
+34.6%
3,793
+25.1%
0.15%
+23.5%
Q3 2021$1,459,000
-5.3%
3,033
-3.3%
0.12%
-7.8%
Q2 2021$1,541,000
-6.2%
3,138
-9.1%
0.13%
-13.4%
Q1 2021$1,643,000
+9.5%
3,452
-3.4%
0.15%
+0.7%
Q4 2020$1,500,000
+15.8%
3,573
-6.5%
0.15%
+2.8%
Q3 2020$1,295,000
-5.0%
3,822
-9.0%
0.14%
-10.6%
Q2 2020$1,363,000
+162.1%
4,200
+112.2%
0.16%
+120.5%
Q1 2020$520,000
-62.2%
1,979
-45.9%
0.07%0.0%
Q4 2019$1,376,000
+121.9%
3,658
+108.9%
0.07%
-14.1%
Q3 2019$620,000
-0.5%
1,7510.0%0.08%
-52.2%
Q2 2019$623,000
-1.9%
1,751
-4.8%
0.18%
+6.6%
Q1 2019$635,000
+8.0%
1,839
-3.7%
0.17%
-4.6%
Q4 2018$588,000
-9.0%
1,909
+9.0%
0.18%
-5.9%
Q3 2018$646,000
+0.2%
1,751
-3.5%
0.19%
-15.5%
Q2 2018$645,000
+3.5%
1,814
-0.3%
0.22%
+8.4%
Q1 2018$623,000
+10.9%
1,820
+12.3%
0.20%
+13.4%
Q4 2017$562,000
+2.0%
1,621
-3.6%
0.18%
-14.8%
Q3 2017$551,000
-8.0%
1,681
-10.6%
0.21%
-16.3%
Q2 2017$599,000
+14.1%
1,881
+11.9%
0.25%
+11.1%
Q1 2017$525,000
+2.9%
1,6810.0%0.23%
+25.6%
Q4 2016$510,000
+64.5%
1,681
+52.8%
0.18%
+35.3%
Q3 2016$310,000
+3.3%
1,1000.0%0.13%
-0.7%
Q2 2016$300,000
+3.8%
1,1000.0%0.13%
-10.7%
Q1 2016$289,000
+3.2%
1,1000.0%0.15%
-8.5%
Q4 2015$280,000
+2.2%
1,1000.0%0.16%
-5.2%
Q3 2015$274,0001,1000.17%
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