Kelman-Lazarov, 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 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
Kelman-Lazarov, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,545,270
-6.2%
3,384
-1.7%
0.36%
-7.8%
Q2 2023$1,647,929
-3.9%
3,441
-8.0%
0.40%
-11.0%
Q1 2023$1,714,912
+1.4%
3,741
-2.0%
0.44%
-6.5%
Q4 2022$1,690,572
+10.2%
3,818
-0.0%
0.48%
-8.8%
Q3 2022$1,534,000
-2.9%
3,819
-0.1%
0.52%
-2.2%
Q2 2022$1,580,000
-18.0%
3,821
-2.7%
0.53%
-16.7%
Q1 2022$1,926,000
-5.3%
3,9270.0%0.64%
-2.0%
Q4 2021$2,033,000
+2.3%
3,927
-5.0%
0.65%
-6.0%
Q3 2021$1,987,000
-3.7%
4,133
-1.6%
0.70%
-3.3%
Q2 2021$2,063,000
-4.7%
4,201
-7.6%
0.72%
-6.6%
Q1 2021$2,164,000
+12.8%
4,545
-0.5%
0.77%
+4.8%
Q4 2020$1,919,000
+22.4%
4,570
-1.3%
0.74%
+3.4%
Q3 2020$1,568,000
+0.6%
4,629
-3.7%
0.71%
-1.4%
Q2 2020$1,559,000
+1.8%
4,806
-17.5%
0.72%
-12.1%
Q1 2020$1,532,000
-31.2%
5,828
-1.7%
0.82%
-18.0%
Q4 2019$2,226,000
+6.3%
5,930
-0.2%
1.00%
-3.0%
Q3 2019$2,094,000
-0.6%
5,9400.0%1.03%
-4.4%
Q2 2019$2,106,000
-1.9%
5,940
-4.4%
1.08%
-4.7%
Q1 2019$2,146,000
+16.5%
6,212
+2.1%
1.13%
-1.2%
Q4 2018$1,842,000
-12.7%
6,085
+6.0%
1.15%
-7.1%
Q3 2018$2,109,000
+2.9%
5,739
-0.6%
1.23%
+12.2%
Q2 2018$2,050,000
+2.0%
5,774
-1.9%
1.10%
+1.8%
Q1 2018$2,010,000
-1.4%
5,883
-0.3%
1.08%
+3.8%
Q4 2017$2,039,000
+5.6%
5,903
-0.2%
1.04%
+2.2%
Q3 2017$1,930,000
+1.5%
5,915
-1.2%
1.02%
-2.2%
Q2 2017$1,901,000
+3.4%
5,986
+1.7%
1.04%
-12.0%
Q1 2017$1,839,000
-99.9%
5,886
-4.8%
1.18%
+12.4%
Q4 2016$1,866,501,000
+6.4%
6,186
-1.7%
1.05%
+5.8%
Q3 2016$1,754,371,000
-0.2%
6,291
-2.4%
1.00%
-0.9%
Q2 2016$1,758,067,000
+103254.9%
6,445
+0.1%
1.00%
+0.9%
Q1 2016$1,701,0006,4401.00%
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