ROPES WEALTH ADVISORS 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
ROPES WEALTH ADVISORS LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$245,672
-4.7%
5380.0%0.05%
+11.6%
Q2 2023$257,654
+4.5%
5380.0%0.04%
-4.4%
Q1 2023$246,625
+3.5%
5380.0%0.04%
+4.7%
Q4 2022$238,221
+10.3%
5380.0%0.04%
-4.4%
Q3 2022$216,000
-2.7%
5380.0%0.04%
-2.2%
Q2 2022$222,000
-15.9%
5380.0%0.05%
+2.2%
Q1 2022$264,000
-5.4%
5380.0%0.04%
-8.2%
Q4 2021$279,000
-2.8%
538
-9.9%
0.05%
+6.5%
Q3 2021$287,000
-2.0%
5970.0%0.05%0.0%
Q2 2021$293,000
-0.7%
5970.0%0.05%
-11.5%
Q1 2021$295,000
+17.5%
5970.0%0.05%
+33.3%
Q4 2020$251,000
+24.3%
5970.0%0.04%0.0%
Q3 2020$202,000
+4.1%
5970.0%0.04%
-2.5%
Q2 2020$194,000
+37.6%
597
+11.0%
0.04%
+11.1%
Q1 2020$141,000
-30.2%
5380.0%0.04%
-18.2%
Q4 2019$202,000
+1.5%
538
-4.9%
0.04%
+4.8%
Q3 2019$199,000
-2.5%
566
-1.7%
0.04%
-2.3%
Q2 2019$204,000
-5.6%
576
-8.0%
0.04%
-24.6%
Q1 2019$216,000
+14.3%
6260.0%0.06%
+5.6%
Q4 2018$189,000
-17.8%
6260.0%0.05%
-5.3%
Q3 2018$230,000
-8.0%
626
-11.0%
0.06%
-16.2%
Q2 2018$250,000
+18.5%
703
+14.1%
0.07%
+17.2%
Q1 2018$211,000
-0.9%
6160.0%0.06%
+3.6%
Q4 2017$213,000
+4.9%
616
-0.8%
0.06%
+1.8%
Q3 2017$203,000
+3.0%
6210.0%0.06%
-1.8%
Q2 2017$197,000
+1.5%
6210.0%0.06%0.0%
Q1 2017$194,000
+3.7%
6210.0%0.06%
-5.1%
Q4 2016$187,000
+6.9%
6210.0%0.06%0.0%
Q3 2016$175,000
+17400.0%
621
+12320.0%
0.06%
Q2 2016$1,0000.0%50.0%0.00%
Q1 2016$1,000
-97.2%
5
-96.5%
0.00%
-100.0%
Q4 2015$36,000
+2.9%
1420.0%0.02%
-11.1%
Q3 2015$35,000
-78.5%
142
-76.2%
0.02%
-79.5%
Q2 2015$163,000
-1.8%
5970.0%0.09%
+2.3%
Q1 2015$166,0005970.09%
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