CONCENTRIC 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
CONCENTRIC WEALTH MANAGEMENT, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$210,054
-4.7%
4600.0%0.07%
-1.4%
Q2 2023$220,299
+4.5%
4600.0%0.07%0.0%
Q1 2023$210,869
+3.5%
4600.0%0.07%0.0%
Q4 2022$203,683
-15.8%
460
-6.9%
0.07%0.0%
Q1 2022$242,000
-5.5%
4940.0%0.07%
-2.8%
Q4 2021$256,000
+7.6%
4940.0%0.07%
-1.4%
Q3 2021$238,000
-2.1%
4940.0%0.07%
-1.4%
Q2 2021$243,000
+3.4%
4940.0%0.07%
-5.1%
Q1 2021$235,000
+13.5%
4940.0%0.08%
+2.6%
Q4 2020$207,0004940.08%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
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