Mascoma 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$90,415
-6.7%
1980.0%0.03%
-6.7%
Q2 2023$96,875
+7.6%
1980.0%0.03%
+15.4%
Q1 2023$90,041
+2.7%
1980.0%0.03%
-7.1%
Q4 2022$87,672
-50.2%
198
-54.8%
0.03%
-54.1%
Q3 2022$176,000
-2.8%
4380.0%0.06%
-1.6%
Q2 2022$181,000
-15.8%
4380.0%0.06%
-8.8%
Q1 2022$215,000
-5.3%
4380.0%0.07%
-13.9%
Q4 2021$227,000
+28.2%
438
+18.7%
0.08%
+14.5%
Q3 2021$177,000
+0.6%
3690.0%0.07%
-9.2%
Q1 2021$176,000
+34.4%
3690.0%0.08%
-7.3%
Q2 2019$131,000
+3.1%
3690.0%0.08%
-3.5%
Q1 2019$127,000
+13.4%
3690.0%0.08%0.0%
Q4 2018$112,000
-17.6%
3690.0%0.08%
-5.6%
Q3 2018$136,000
+3.8%
3690.0%0.09%
-2.2%
Q2 2018$131,000
+6.5%
369
+2.8%
0.09%
+13.6%
Q1 2018$123,000
-1.6%
3590.0%0.08%
+5.2%
Q4 2017$125,000
+104.9%
359
+91.0%
0.08%
+87.8%
Q3 2017$61,000
+1.7%
1880.0%0.04%
+2.5%
Q2 2017$60,000
+1.7%
1880.0%0.04%
-4.8%
Q1 2017$59,000
+3.5%
1880.0%0.04%0.0%
Q4 2016$57,0001880.04%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders