Peak 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Peak Asset Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$5,068,812
-6.0%
11,100
-1.5%
1.22%
-1.8%
Q2 2023$5,394,555
+4.7%
11,264
+0.2%
1.25%
-1.0%
Q1 2023$5,152,637
+2.3%
11,240
-1.1%
1.26%
-4.1%
Q4 2022$5,034,698
+10.0%
11,370
-0.2%
1.31%
+0.8%
Q3 2022$4,577,000
-2.9%
11,396
-0.0%
1.30%
+1.1%
Q2 2022$4,714,000
-15.9%
11,401
-0.3%
1.29%
-1.2%
Q1 2022$5,607,000
-7.8%
11,431
-2.7%
1.30%
-7.1%
Q4 2021$6,083,000
+3.5%
11,750
-3.8%
1.40%
-3.2%
Q3 2021$5,876,000
-2.1%
12,219
-0.1%
1.45%
-2.9%
Q2 2021$6,005,000
+2.8%
12,229
-0.4%
1.49%
+5.7%
Q1 2021$5,843,000
+10.4%
12,274
-2.6%
1.41%
+2.0%
Q4 2020$5,293,000
+25.1%
12,604
+0.9%
1.38%
+9.5%
Q3 2020$4,232,000
+3.8%
12,490
-0.6%
1.26%
-2.8%
Q2 2020$4,077,000
+5.2%
12,565
-14.8%
1.30%
-13.1%
Q1 2020$3,877,000
-33.2%
14,746
-4.7%
1.50%
-15.0%
Q4 2019$5,807,000
+6.7%
15,470
+0.2%
1.76%
-1.2%
Q3 2019$5,444,000
-0.7%
15,445
-0.1%
1.78%
-0.7%
Q2 2019$5,480,000
+2.7%
15,455
+0.0%
1.79%
-1.3%
Q1 2019$5,337,000
+11.7%
15,452
-2.1%
1.82%
+1.3%
Q4 2018$4,779,000
-22.3%
15,788
-5.7%
1.79%
-13.5%
Q3 2018$6,152,000
+3.2%
16,741
-0.3%
2.07%
-4.3%
Q2 2018$5,964,000
+3.9%
16,799
+0.0%
2.17%
+2.8%
Q1 2018$5,738,000
-2.0%
16,791
-0.9%
2.11%
-1.5%
Q4 2017$5,853,000
+5.3%
16,944
-0.6%
2.14%
+7.4%
Q3 2017$5,561,000
+1.4%
17,040
-1.3%
1.99%
-2.1%
Q2 2017$5,484,000
-5.0%
17,265
-6.6%
2.04%
-7.0%
Q1 2017$5,774,000
+0.7%
18,483
-2.8%
2.19%
-4.7%
Q4 2016$5,735,000
-2.6%
19,006
-8.9%
2.29%
-7.2%
Q3 2016$5,886,000
+2.6%
20,854
-1.0%
2.47%
-2.5%
Q2 2016$5,736,000
-0.6%
21,072
-4.1%
2.54%
-7.3%
Q1 2016$5,773,000
+21.6%
21,972
+17.5%
2.74%
+17.3%
Q4 2015$4,749,000
+13.4%
18,693
+11.1%
2.33%
+4.4%
Q3 2015$4,189,000
-9.0%
16,831
-0.1%
2.24%
-7.5%
Q2 2015$4,604,000
+1.9%
16,852
+3.4%
2.42%
+7.7%
Q1 2015$4,520,000
+9.3%
16,305
+4.0%
2.24%
+2.9%
Q4 2014$4,137,00015,6722.18%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2022
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