Summit Trail Advisors, 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
Summit Trail Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,453,514
-4.7%
3,172
-0.1%
0.05%
-8.6%
Q2 2023$1,524,864
+103.0%
3,174
+94.2%
0.06%
+93.3%
Q1 2023$750,990
+1.0%
1,634
-1.9%
0.03%
-9.1%
Q4 2022$743,238
-2.8%
1,666
-11.8%
0.03%
-19.5%
Q3 2022$765,000
-8.8%
1,889
-6.6%
0.04%
-21.2%
Q2 2022$839,000
-16.4%
2,023
-0.7%
0.05%
-35.8%
Q1 2022$1,004,000
-6.7%
2,038
-1.7%
0.08%
+17.4%
Q4 2021$1,076,000
+7.6%
2,0730.0%0.07%
-8.0%
Q3 2021$1,000,000
-2.1%
2,0730.0%0.08%
-15.7%
Q2 2021$1,021,000
-1.6%
2,073
-4.7%
0.09%
-20.5%
Q1 2021$1,038,000
+10.7%
2,176
-2.2%
0.11%
-5.1%
Q4 2020$938,000
+25.7%
2,226
+12.7%
0.12%
-18.1%
Q3 2020$746,000
+7.5%
1,976
-6.9%
0.14%
+11.6%
Q2 2020$694,0000.0%2,123
-19.2%
0.13%
-31.0%
Q1 2020$694,000
+13.2%
2,628
+61.4%
0.19%
-47.3%
Q4 2019$613,000
+86.9%
1,628
+75.6%
0.36%
+203.4%
Q3 2019$328,000
+3.8%
927
+4.7%
0.12%
-15.2%
Q2 2019$316,000
+1.0%
885
-2.1%
0.14%
+2.2%
Q1 2019$313,000
-43.7%
904
-50.6%
0.14%
-31.5%
Q4 2018$556,000
-17.8%
1,8300.0%0.20%
+32.2%
Q3 2018$676,000
-4.9%
1,830
-8.4%
0.15%
-40.2%
Q2 2018$711,000
+150.4%
1,997
-15.4%
0.25%
+418.8%
Q1 2018$284,000
-12.6%
2,360
+161.1%
0.05%
+17.1%
Q4 2017$325,0009040.04%
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