Shepherd Financial Partners 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 806 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2018. The put-call ratio across all filers is 1.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2020$426,000
-44.0%
1,257
-46.4%
0.10%
-51.5%
Q2 2020$761,000
-17.9%
2,346
-33.1%
0.21%
-35.8%
Q1 2020$927,000
-95.5%
3,508
-93.7%
0.32%
-93.4%
Q4 2019$20,801,000
+11.6%
55,305
+4.6%
4.84%
+3.5%
Q3 2019$18,638,000
-36.5%
52,898
-36.1%
4.67%
-15.2%
Q2 2019$29,339,000
+5.8%
82,741
+3.1%
5.51%
+2.6%
Q1 2019$27,724,000
+11.9%
80,266
-1.9%
5.37%
-0.3%
Q4 2018$24,766,000
-8.4%
81,798
+7.3%
5.39%
-11.8%
Q3 2018$27,037,000
-0.1%
76,230
-0.1%
6.11%
+0.3%
Q2 2018$27,061,000
+5.8%
76,290
+1.9%
6.09%
-3.3%
Q1 2018$25,566,000
+0.4%
74,862
+1.5%
6.30%
+5.3%
Q4 2017$25,470,000
-0.3%
73,772
-4.7%
5.98%
+0.7%
Q3 2017$25,554,000
+13.0%
77,428
+8.7%
5.94%
+7.5%
Q2 2017$22,617,000
+10.9%
71,218
+7.5%
5.52%
+4.4%
Q1 2017$20,388,000
+14.7%
66,274
+13.1%
5.29%
+4.9%
Q4 2016$17,782,00058,6195.04%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q2 2018
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders