AE 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
AE Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$4,787,983
-21.3%
10,485
-17.4%
0.03%
-21.6%
Q2 2023$6,080,147
-10.6%
12,696
-14.5%
0.04%
-15.9%
Q1 2023$6,804,400
+9.6%
14,843
+5.8%
0.04%
-2.2%
Q4 2022$6,211,015
+31.3%
14,027
+19.1%
0.04%
+18.4%
Q3 2022$4,730,000
+70.3%
11,776
+75.4%
0.04%
+72.7%
Q2 2022$2,777,000
-3.6%
6,715
+14.3%
0.02%
+10.0%
Q1 2022$2,882,000
-0.1%
5,876
+5.4%
0.02%0.0%
Q4 2021$2,886,000
-50.7%
5,575
-54.2%
0.02%
-58.3%
Q3 2021$5,856,000
-48.7%
12,179
-47.6%
0.05%
-52.0%
Q2 2021$11,414,000
+0.9%
23,247
-2.2%
0.10%
-12.3%
Q1 2021$11,314,000
+434.4%
23,767
+371.5%
0.11%
+375.0%
Q4 2020$2,117,000
+7.1%
5,041
-13.5%
0.02%
-14.3%
Q3 2020$1,976,000
-18.2%
5,831
-21.7%
0.03%
-24.3%
Q2 2020$2,417,000
-3.8%
7,450
-22.1%
0.04%
-36.2%
Q1 2020$2,513,000
-46.9%
9,561
-24.2%
0.06%
-43.7%
Q4 2019$4,737,000
+9.9%
12,619
+3.2%
0.10%
-17.6%
Q3 2019$4,310,000
-16.6%
12,229
-16.1%
0.12%
-19.4%
Q2 2019$5,166,000
-36.3%
14,568
-37.9%
0.16%
-72.5%
Q1 2019$8,109,000
+106.3%
23,477
+80.7%
0.56%
-16.3%
Q4 2018$3,931,000
-67.8%
12,989
-60.8%
0.67%
+0.3%
Q3 2018$12,191,000
+102.3%
33,176
+95.4%
0.67%
+63.7%
Q2 2018$6,027,000
+12.9%
16,975
+8.7%
0.41%
-0.5%
Q1 2018$5,339,000
-0.7%
15,622
+0.4%
0.41%
-13.1%
Q4 2017$5,374,000
+4.7%
15,558
-1.1%
0.47%
-0.4%
Q3 2017$5,134,000
+32.8%
15,732
+29.3%
0.48%
+3.3%
Q2 2017$3,866,000
+9.1%
12,171
+7.3%
0.46%
-29.8%
Q1 2017$3,544,000
+632.2%
11,344
+606.8%
0.66%
+235.2%
Q4 2016$484,0001,6050.20%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
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