Fusion Family Wealth 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
Fusion Family Wealth LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$228,320
-4.7%
5000.0%0.03%
-3.4%
Q2 2023$239,455
+4.5%
5000.0%0.03%0.0%
Q1 2023$229,205
+3.5%
5000.0%0.03%
-3.3%
Q4 2022$221,395
-7.8%
5000.0%0.03%
-16.7%
Q3 2022$240,000
+15.9%
5000.0%0.04%
+20.0%
Q2 2022$207,000
-15.5%
5000.0%0.03%
-9.1%
Q1 2022$245,000
-5.4%
5000.0%0.03%
-15.4%
Q4 2021$259,000
+7.9%
5000.0%0.04%
+8.3%
Q3 2021$240,000
-2.4%
5000.0%0.04%
-2.7%
Q2 2021$246,000
+3.4%
5000.0%0.04%0.0%
Q1 2021$238,000
+13.3%
5000.0%0.04%0.0%
Q4 2020$210,000
+23.5%
5000.0%0.04%
+8.8%
Q3 2020$170,000
+4.9%
5000.0%0.03%
-10.5%
Q2 2020$162,000
+8.7%
500
-11.3%
0.04%
-5.0%
Q1 2020$149,000
-30.0%
5640.0%0.04%
-18.4%
Q4 2019$213,000
+6.5%
5640.0%0.05%
-7.5%
Q3 2019$200,0000.0%5640.0%0.05%
+6.0%
Q2 2019$200,000
+2.6%
5640.0%0.05%
-7.4%
Q1 2019$195,000
+8.9%
564
-4.7%
0.05%
+1.9%
Q4 2018$179,000
-17.9%
5920.0%0.05%
-8.6%
Q3 2018$218,000
+3.8%
5920.0%0.06%
-1.7%
Q2 2018$210,000
+4.0%
5920.0%0.06%
-13.2%
Q1 2018$202,000
-1.0%
5920.0%0.07%
+33.3%
Q4 2017$204,000
+5.7%
5920.0%0.05%
-21.5%
Q3 2017$193,000
+2.7%
5920.0%0.06%
+1.6%
Q2 2017$188,000
+1.6%
5920.0%0.06%
-7.2%
Q1 2017$185,000
-1.1%
592
-3.7%
0.07%
-37.3%
Q4 2016$187,0006150.11%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders