Whitegate Investment Counselors, 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 1,133 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
Whitegate Investment Counselors, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,895,056
-4.7%
4,1500.0%0.63%
-2.8%
Q2 2023$1,987,476
-42.3%
4,150
-44.7%
0.65%
-41.4%
Q1 2023$3,443,118
+103421.3%
7,5110.0%1.11%
-2.0%
Q4 2022$3,326
-99.9%
7,5110.0%1.14%
-0.7%
Q3 2022$3,017,000
-2.9%
7,5110.0%1.14%
+0.6%
Q2 2022$3,106,000
-15.7%
7,5110.0%1.14%
-0.2%
Q1 2022$3,684,000
-6.8%
7,511
-1.6%
1.14%
-2.1%
Q4 2021$3,953,000
+0.6%
7,636
-7.5%
1.16%
+94.2%
Q1 2021$3,928,000
+3.6%
8,251
-8.6%
0.60%
-2.4%
Q4 2020$3,792,000
-5.0%
9,031
-15.1%
0.61%
-15.3%
Q4 2019$3,993,00010,6370.72%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders