Winthrop Advisory Group 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
Winthrop Advisory Group LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,265,901
-5.6%
4,945
-1.0%
0.37%
-3.4%
Q2 2023$2,399,369
+4.0%
4,994
-0.5%
0.38%
-5.4%
Q1 2023$2,307,334
+2.8%
5,020
-0.2%
0.41%
-4.5%
Q4 2022$2,244,116
+10.5%
5,030
+0.4%
0.43%
-2.1%
Q3 2022$2,030,000
-2.4%
5,009
-0.1%
0.44%
-10.9%
Q2 2022$2,080,000
-15.8%
5,0120.0%0.49%
-5.2%
Q1 2022$2,470,000
-12.3%
5,012
-7.6%
0.52%
-9.0%
Q4 2021$2,817,000
+7.1%
5,425
-0.5%
0.57%
-3.2%
Q3 2021$2,630,000
-0.8%
5,454
+1.0%
0.58%
-1.8%
Q2 2021$2,651,000
+1.7%
5,399
-1.4%
0.60%
-7.3%
Q1 2021$2,607,000
+13.3%
5,4760.0%0.64%
+6.8%
Q4 2020$2,300,000
+22.3%
5,476
-0.4%
0.60%
+4.5%
Q3 2020$1,881,000
+5.9%
5,500
-0.2%
0.58%
-8.1%
Q2 2020$1,776,000
+22.7%
5,510
+0.1%
0.63%
+8.3%
Q1 2020$1,447,000
-50.4%
5,506
-29.2%
0.58%
-44.9%
Q4 2019$2,918,000
+6.6%
7,773
+0.1%
1.05%
-3.0%
Q3 2019$2,738,000
+0.1%
7,768
+0.7%
1.08%
-5.4%
Q2 2019$2,736,000
-2.7%
7,717
-4.4%
1.14%
-7.4%
Q1 2019$2,811,000
+23.1%
8,071
+7.0%
1.24%
+6.5%
Q4 2018$2,283,000
+5.3%
7,543
+27.8%
1.16%
-4.9%
Q3 2018$2,169,000
+4.5%
5,902
+1.0%
1.22%
-10.2%
Q2 2018$2,075,000
+5.6%
5,846
+2.0%
1.36%
-1.6%
Q1 2018$1,965,000
-2.8%
5,729
-0.5%
1.38%
-3.8%
Q4 2017$2,022,0005,7581.44%
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