Klingman & Associates, 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$20,890,720
-5.4%
45,749
-0.8%
1.69%
-5.2%
Q2 2023$22,077,201
+4.3%
46,099
-0.2%
1.78%
-2.2%
Q1 2023$21,167,562
+3.2%
46,176
-0.3%
1.82%
+1.3%
Q4 2022$20,514,014
+10.0%
46,329
-0.2%
1.80%
-1.7%
Q3 2022$18,652,000
-1.4%
46,438
+1.5%
1.83%
-1.0%
Q2 2022$18,922,000
-14.1%
45,762
+1.9%
1.85%
-1.2%
Q1 2022$22,034,000
-4.5%
44,927
+0.8%
1.87%
-5.6%
Q4 2021$23,078,000
+7.5%
44,579
-0.1%
1.98%
-1.1%
Q3 2021$21,462,000
-2.6%
44,630
-0.5%
2.00%
-5.1%
Q2 2021$22,032,000
+1.3%
44,872
-1.8%
2.11%
-6.1%
Q1 2021$21,757,000
+10.1%
45,704
-2.9%
2.25%
-1.3%
Q4 2020$19,759,000
+23.5%
47,054
-0.3%
2.28%
+5.9%
Q3 2020$15,997,000
+3.7%
47,211
-0.6%
2.15%
-8.7%
Q2 2020$15,419,000
+21.9%
47,518
-1.2%
2.36%
-8.6%
Q1 2020$12,648,000
-31.8%
48,113
-2.7%
2.58%
-15.0%
Q4 2019$18,558,000
+6.0%
49,437
-0.5%
3.04%
-3.1%
Q3 2019$17,509,000
-0.6%
49,676
+0.0%
3.14%
-4.2%
Q2 2019$17,611,000
+2.4%
49,665
-0.3%
3.27%
-2.4%
Q1 2019$17,198,000
+14.2%
49,792
+0.1%
3.35%
-1.1%
Q4 2018$15,062,000
-17.5%
49,762
+0.1%
3.39%
-9.3%
Q3 2018$18,268,000
+3.2%
49,713
-0.3%
3.74%
-1.8%
Q2 2018$17,698,000
+3.3%
49,850
-0.5%
3.81%
-0.8%
Q1 2018$17,126,000
-0.8%
50,115
+0.2%
3.84%
+1.7%
Q4 2017$17,270,000
+5.2%
49,999
-0.6%
3.78%
-6.6%
Q3 2017$16,419,000
+2.5%
50,315
-0.2%
4.04%
-5.4%
Q2 2017$16,012,000
-1.8%
50,411
-3.4%
4.27%
-5.6%
Q1 2017$16,308,000
+2.6%
52,200
-0.9%
4.52%
-6.2%
Q4 2016$15,889,000
+0.3%
52,660
-6.1%
4.82%
+1.1%
Q3 2016$15,835,000
+5.4%
56,098
+1.6%
4.77%
-1.9%
Q2 2016$15,024,000
+4.7%
55,190
+1.0%
4.86%
-5.5%
Q1 2016$14,355,000
+19.9%
54,639
+16.0%
5.14%
+14.9%
Q4 2015$11,968,000
+2.5%
47,110
+0.4%
4.48%
-2.3%
Q3 2015$11,677,000
-9.2%
46,919
-0.3%
4.58%
-9.5%
Q2 2015$12,860,000
-2.0%
47,072
-0.5%
5.06%
-6.2%
Q1 2015$13,121,000
+3.5%
47,329
-1.5%
5.40%
+2.4%
Q4 2014$12,679,00048,0325.27%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
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