Sugarloaf Wealth Management, 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
Sugarloaf Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$57,297
-4.6%
1250.0%0.01%0.0%
Q2 2023$60,091
+4.5%
1250.0%0.01%0.0%
Q1 2023$57,519
-22.3%
125
-25.1%
0.01%
-26.3%
Q4 2022$73,991
+7.2%
167
-2.3%
0.02%
+5.6%
Q3 2022$69,000
-16.9%
171
-14.5%
0.02%
-14.3%
Q2 2022$83,000
-15.3%
200
+0.5%
0.02%
-8.7%
Q1 2022$98,000
-4.9%
199
-0.5%
0.02%
-4.2%
Q4 2021$103,000
+7.3%
2000.0%0.02%
-4.0%
Q3 2021$96,000
-2.0%
2000.0%0.02%
-7.4%
Q2 2021$98,000
+3.2%
200
+0.5%
0.03%
-3.6%
Q1 2021$95,000
+13.1%
1990.0%0.03%0.0%
Q4 2020$84,000
+25.4%
1990.0%0.03%
+16.7%
Q3 2020$67,000
+3.1%
1990.0%0.02%
-4.0%
Q2 2020$65,000
+25.0%
1990.0%0.02%
+8.7%
Q1 2020$52,000
-58.1%
199
-39.7%
0.02%
-56.6%
Q4 2019$124,0003300.05%
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