Legacy 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
Legacy Advisors, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$7,730,688
-2.7%
16,930
+2.0%
1.24%
+5.6%
Q2 2023$7,946,842
+4.5%
16,594
+0.0%
1.18%
-15.9%
Q1 2023$7,603,589
-2.1%
16,587
-5.5%
1.40%
-1.4%
Q4 2022$7,770,098
+21.7%
17,548
+10.4%
1.42%
+0.9%
Q3 2022$6,384,000
-2.8%
15,895
+0.1%
1.41%
+2.1%
Q2 2022$6,569,000
-15.7%
15,887
+0.0%
1.38%
-8.7%
Q1 2022$7,789,000
-5.2%
15,881
+0.1%
1.51%
-49.9%
Q4 2021$8,217,000
+4.4%
15,873
-3.0%
3.02%
-4.2%
Q3 2021$7,868,000
-3.0%
16,361
-0.9%
3.15%
-4.4%
Q2 2021$8,110,000
+3.2%
16,517
+0.0%
3.29%
-5.2%
Q1 2021$7,861,000
+13.6%
16,512
+0.2%
3.47%
-11.7%
Q4 2020$6,919,000
-3.7%
16,476
-22.3%
3.93%
-17.2%
Q3 2020$7,187,000
+0.2%
21,213
-4.0%
4.75%
-16.6%
Q2 2020$7,173,000
+3.1%
22,104
-16.5%
5.69%
-18.2%
Q1 2020$6,958,000
-63.5%
26,469
-47.9%
6.96%
-42.4%
Q4 2019$19,054,000
+4.7%
50,759
-1.7%
12.09%
-11.2%
Q3 2019$18,199,000
-0.5%
51,634
+0.1%
13.61%
+10.0%
Q2 2019$18,296,000
-47.5%
51,598
-48.8%
12.37%
+9.4%
Q1 2019$34,832,000
+125.3%
100,848
+97.4%
11.31%
-3.6%
Q4 2018$15,463,000
-14.7%
51,087
+3.6%
11.73%
+31.4%
Q3 2018$18,123,000
+5.3%
49,320
+1.7%
8.92%
-30.6%
Q2 2018$17,215,000
+0.7%
48,489
-2.9%
12.86%
+1.8%
Q1 2018$17,102,000
+21.2%
49,936
+22.3%
12.63%
-8.2%
Q4 2017$14,106,000
-6.6%
40,841
-11.8%
13.75%
-18.3%
Q3 2017$15,110,000
-8.8%
46,305
-11.1%
16.83%
-20.4%
Q2 2017$16,571,000
-13.0%
52,086
-14.4%
21.15%
-17.8%
Q1 2017$19,056,000
-22.6%
60,835
-65.3%
25.74%
-23.5%
Q4 2016$24,626,000175,09733.65%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 192,858$50,699,00032.95%
Resource Management, LLC 298,807$78,550,00016.60%
Tiller Private Wealth, Inc. 40,133$10,550,00012.01%
Oldfather Financial Services, LLC 42,407$12,402,00011.78%
WADDELL & ASSOCIATES, LLC 110,332$29,004,00011.54%
Arvest Bank Trust Division 458,085$120,421,00011.14%
WP Advisors, LLC 41,602$10,936,00010.62%
Conservest Capital Advisors, Inc. 242,616$63,779,00010.56%
Portland Global Advisors LLC 96,172$25,282,0009.79%
Veritable, L.P. 1,263,251$332,083,0008.05%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders