Tiller Private Wealth, 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 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
Tiller Private Wealth, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$11,425,375
-3.5%
25,020
+1.2%
6.21%
-3.7%
Q2 2023$11,841,220
+4.7%
24,725
+0.3%
6.45%
+1.8%
Q1 2023$11,304,485
+3.6%
24,660
+0.1%
6.33%
-1.7%
Q4 2022$10,913,627
+7.9%
24,647
-2.1%
6.44%
-1.0%
Q3 2022$10,117,000
-2.2%
25,187
+0.7%
6.51%
+2.5%
Q2 2022$10,347,000
-12.9%
25,024
+3.3%
6.35%
-7.3%
Q1 2022$11,884,000
-5.1%
24,231
+0.2%
6.86%
-13.2%
Q4 2021$12,518,000
+12.1%
24,181
+4.1%
7.90%
-6.2%
Q3 2021$11,165,000
+15.3%
23,219
+17.7%
8.42%
-18.5%
Q2 2021$9,686,000
+5.7%
19,728
+2.5%
10.33%
-9.8%
Q1 2021$9,167,000
+9.7%
19,256
-3.3%
11.45%
+1.4%
Q4 2020$8,359,000
+19.7%
19,907
-3.4%
11.29%
-12.5%
Q3 2020$6,982,000
-0.1%
20,605
-4.3%
12.91%
-9.0%
Q2 2020$6,987,000
-33.8%
21,534
-46.3%
14.18%
+18.1%
Q1 2020$10,550,000
-29.8%
40,133
+0.3%
12.01%
-1.3%
Q4 2019$15,026,000
+5.5%
40,028
-0.9%
12.16%
-0.0%
Q3 2019$14,237,000
-1.0%
40,393
-0.4%
12.16%
+0.5%
Q2 2019$14,384,000
+1.1%
40,566
-1.5%
12.10%
-1.9%
Q1 2019$14,225,000
+9.5%
41,183
-4.1%
12.34%
+8.1%
Q4 2018$12,991,000
-15.6%
42,922
+2.5%
11.41%
+6.2%
Q3 2018$15,385,000
+3.3%
41,869
-0.2%
10.74%
+3.3%
Q2 2018$14,893,000
+4.9%
41,951
+1.0%
10.40%
+1.9%
Q1 2018$14,196,000
+29.1%
41,541
+30.4%
10.21%
+22.2%
Q4 2017$11,000,000
+9.3%
31,847
+3.3%
8.35%
+6.5%
Q3 2017$10,062,000
+2.8%
30,835
+0.0%
7.84%
+1.9%
Q2 2017$9,790,000
+2.5%
30,823
+0.8%
7.70%
+2.2%
Q1 2017$9,549,000
+4.4%
30,566
+0.9%
7.53%
+5.3%
Q4 2016$9,144,000
+13.4%
30,305
+6.0%
7.16%
+5.9%
Q3 2016$8,066,000
+3.8%
28,577
+0.2%
6.76%
+4.0%
Q2 2016$7,767,000
+3.5%
28,533
-0.1%
6.50%
+1.9%
Q1 2016$7,504,000
+10.0%
28,562
+6.3%
6.38%
-2.0%
Q4 2015$6,824,00026,8636.51%
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