WealthPLAN 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
WealthPLAN Partners, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q4 2023$593,127
+10.6%
1,169
-0.4%
0.06%
-1.6%
Q3 2023$536,095
-4.3%
1,174
+0.3%
0.06%
-21.5%
Q2 2023$560,325
+3.9%
1,170
-0.6%
0.08%
+29.5%
Q1 2023$539,549
+28.4%
1,177
+36.5%
0.06%
+110.3%
Q4 2022$420,096
+12.9%
862
+5.8%
0.03%
+11.5%
Q1 2022$372,000
-4.9%
8150.0%0.03%0.0%
Q4 2021$391,000
-5.1%
815
+1.2%
0.03%
-3.7%
Q3 2021$412,000
+3.8%
805
+1.3%
0.03%
-3.6%
Q2 2021$397,000
+1.5%
795
+1.3%
0.03%
-6.7%
Q1 2021$391,000
+11.4%
7850.0%0.03%0.0%
Q4 2020$351,000
+18.6%
7850.0%0.03%
+3.4%
Q3 2020$296,000
-6.0%
785
-11.2%
0.03%
-12.1%
Q2 2020$315,000
+24.5%
884
-0.2%
0.03%0.0%
Q1 2020$253,000
-25.1%
8860.0%0.03%
-17.5%
Q4 2019$338,000
+0.6%
886
-4.4%
0.04%
-13.0%
Q3 2019$336,000
-42.0%
927
-44.7%
0.05%
-47.1%
Q2 2019$579,000
+54.0%
1,675
+54.4%
0.09%
+47.5%
Q1 2019$376,000
-0.5%
1,0850.0%0.06%
-3.3%
Q4 2018$378,000
+8.9%
1,085
+2.9%
0.06%
-3.2%
Q3 2018$347,000
+4.8%
1,054
+13.1%
0.06%
-7.4%
Q2 2018$331,000
-6.8%
932
-10.2%
0.07%
-12.8%
Q1 2018$355,000
-18.6%
1,038
-17.7%
0.08%
-33.3%
Q4 2017$436,000
+0.2%
1,262
-5.3%
0.12%
-4.1%
Q3 2017$435,000
-23.8%
1,332
-25.9%
0.12%
-25.6%
Q2 2017$571,000
-99.9%
1,798
-22.0%
0.16%
-21.5%
Q3 2016$642,795,000
+27.6%
2,305
-38.7%
0.21%
+221.5%
Q2 2016$503,602,000
-40.9%
3,760
-61.9%
0.06%
-52.9%
Q4 2015$851,930,000
+99308.4%
9,873
+214.6%
0.14%
-63.2%
Q2 2015$857,000
-34.2%
3,138
-33.2%
0.38%
-38.2%
Q1 2015$1,303,0004,6950.61%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders