Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$120,069
-4.4%
263
+0.4%
0.06%0.0%
Q2 2023$125,545
+4.8%
262
+0.4%
0.06%
+3.6%
Q1 2023$119,851
+3.9%
2610.0%0.06%0.0%
Q4 2022$115,361
+10.9%
261
+0.8%
0.06%
+3.7%
Q3 2022$104,000
-2.8%
2590.0%0.05%
+1.9%
Q2 2022$107,000
-15.7%
259
+0.4%
0.05%0.0%
Q1 2022$127,000
-4.5%
258
+0.4%
0.05%
-22.1%
Q4 2021$133,000
+9.9%
257
+1.6%
0.07%
+25.9%
Q3 2021$121,000
-2.4%
253
+0.4%
0.05%0.0%
Q2 2021$124,000
+3.3%
252
+0.4%
0.05%
-1.8%
Q1 2021$120,000
+14.3%
2510.0%0.06%
+1.9%
Q4 2020$105,000
+18.0%
251
-4.2%
0.05%0.0%
Q3 2020$89,000
-12.7%
262
-16.6%
0.05%
-16.9%
Q2 2020$102,000
-1.0%
314
-19.9%
0.06%
-14.5%
Q1 2020$103,000
-24.8%
392
+7.7%
0.08%
+2.7%
Q4 2019$137,000
+7.0%
364
+0.3%
0.07%
+1.4%
Q3 2019$128,000
+3.2%
363
+3.7%
0.07%
+1.4%
Q2 2019$124,000
+6.0%
350
+2.9%
0.07%
+2.9%
Q1 2019$117,000
+14.7%
340
+0.6%
0.07%
-2.8%
Q4 2018$102,000
-29.7%
338
-14.0%
0.07%
-20.9%
Q3 2018$145,000
+4.3%
393
+0.3%
0.09%
-5.2%
Q2 2018$139,000
+3.7%
392
+0.3%
0.10%
+2.1%
Q1 2018$134,000
-0.7%
391
+0.3%
0.09%
+3.3%
Q4 2017$135,000
+6.3%
390
+0.5%
0.09%
-1.1%
Q3 2017$127,000
+3.3%
3880.0%0.09%
-3.2%
Q2 2017$123,000
+1.7%
388
+0.3%
0.10%
-2.1%
Q1 2017$121,000
-19.9%
387
-22.4%
0.10%
-24.2%
Q4 2016$151,000
+7.9%
499
+0.4%
0.13%
+10.3%
Q3 2016$140,000
+3.7%
497
+0.2%
0.12%
-2.5%
Q2 2016$135,000
+3.8%
496
+0.2%
0.12%0.0%
Q1 2016$130,000
-37.2%
495
-39.3%
0.12%
-39.6%
Q4 2015$207,0008150.20%
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