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 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
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 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