CHARTER RESEARCH & INVESTMENT GROUP, 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 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.

Quarter-by-quarter ownership
CHARTER RESEARCH & INVESTMENT GROUP, INC. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,874,667
-5.9%
6,295
-1.3%
2.59%
+2.1%
Q2 2023$3,056,048
+7.2%
6,381
+2.6%
2.54%
+1.5%
Q1 2023$2,851,428
+7.5%
6,220
+3.8%
2.50%
-1.8%
Q4 2022$2,652,426
+9.8%
5,990
-0.4%
2.54%
+4.2%
Q3 2022$2,415,000
-5.7%
6,012
-2.9%
2.44%
+4.9%
Q2 2022$2,560,000
-16.6%
6,192
-1.1%
2.33%
-6.5%
Q1 2022$3,070,000
-3.8%
6,259
+1.5%
2.49%
-0.9%
Q4 2021$3,192,000
+9.4%
6,166
+1.6%
2.51%
+3.8%
Q3 2021$2,918,000
-1.9%
6,068
+0.1%
2.42%
-1.8%
Q2 2021$2,976,000
+2.4%
6,061
-0.7%
2.47%
-2.8%
Q1 2021$2,905,000
+13.4%
6,102
+0.0%
2.54%
+3.0%
Q4 2020$2,561,000
+29.3%
6,099
+4.4%
2.46%
+13.7%
Q3 2020$1,980,000
+9.0%
5,844
+4.4%
2.17%
+3.5%
Q2 2020$1,817,000
+23.2%
5,599
-0.2%
2.10%
+7.9%
Q1 2020$1,475,000
-26.9%
5,610
+4.4%
1.94%
-5.4%
Q4 2019$2,018,000
+11.6%
5,376
+4.8%
2.05%
+4.7%
Q3 2019$1,809,000
+1.8%
5,131
+2.4%
1.96%
-0.9%
Q2 2019$1,777,000
+2.6%
5,010
-0.1%
1.98%
+3.1%
Q1 2019$1,732,000
+17.3%
5,014
+2.8%
1.92%
+2.8%
Q4 2018$1,476,000
-16.8%
4,876
+1.0%
1.86%
-3.6%
Q3 2018$1,773,000
+21.8%
4,826
+17.6%
1.93%
+15.8%
Q2 2018$1,456,000
+7.0%
4,102
+3.0%
1.67%
+2.7%
Q1 2018$1,361,000
+5.3%
3,982
+6.4%
1.62%
+12.0%
Q4 2017$1,293,000
+44.3%
3,742
+17.9%
1.45%
+37.9%
Q3 2016$896,000
+6.4%
3,173
+2.6%
1.05%
+9.2%
Q2 2016$842,000
+13.5%
3,093
+9.6%
0.96%
+13.3%
Q1 2016$742,000
+3.5%
2,8230.0%0.85%
+2.2%
Q4 2015$717,000
+13.4%
2,823
+11.2%
0.83%
-0.2%
Q3 2015$632,000
-8.5%
2,538
+0.4%
0.83%
+8.7%
Q2 2015$691,000
-1.1%
2,528
+0.3%
0.77%
-0.8%
Q1 2015$699,000
+5.1%
2,5200.0%0.77%
+6.2%
Q4 2014$665,0002,5200.73%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2020
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders