Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$272,290
+1.5%
596
+6.4%
0.01%0.0%
Q2 2023$268,329
+3.5%
560
-0.9%
0.01%
-12.5%
Q1 2023$259,135
-28.4%
565
-30.8%
0.02%
-27.3%
Q4 2022$361,888
+12.4%
817
+1.7%
0.02%0.0%
Q3 2022$322,000
-32.5%
803
-29.6%
0.02%
-8.3%
Q2 2022$477,000
-14.4%
1,140
+0.4%
0.02%0.0%
Q1 2022$557,000
-30.6%
1,136
-26.8%
0.02%
-22.6%
Q4 2021$803,000
+4.2%
1,551
-1.8%
0.03%
+3.3%
Q3 2021$771,000
+37.4%
1,579
+39.0%
0.03%
+36.4%
Q2 2021$561,000
-38.4%
1,136
-38.0%
0.02%
-12.0%
Q1 2021$910,000
+51.7%
1,833
+8.5%
0.02%
+4.2%
Q4 2020$600,000
+47.8%
1,689
+37.3%
0.02%
+14.3%
Q3 2020$406,000
+6.3%
1,230
+0.7%
0.02%0.0%
Q2 2020$382,000
+94.9%
1,221
+60.9%
0.02%
+61.5%
Q1 2020$196,000
-86.2%
759
-80.0%
0.01%
-82.9%
Q4 2019$1,424,000
-6.6%
3,795
-13.0%
0.08%
-16.5%
Q3 2019$1,525,000
+17.0%
4,360
+18.6%
0.09%
+12.3%
Q2 2019$1,303,000
-45.9%
3,675
-47.3%
0.08%
-49.1%
Q1 2019$2,410,000
+468.4%
6,979
+392.9%
0.16%
+412.9%
Q4 2018$424,000
-87.0%
1,416
-84.0%
0.03%
-85.7%
Q3 2018$3,257,000
+129.9%
8,851
+121.8%
0.22%
+97.3%
Q2 2018$1,417,000
+38.2%
3,991
+32.9%
0.11%
+22.2%
Q1 2018$1,025,000
-7.2%
3,002
-6.2%
0.09%
-9.1%
Q4 2017$1,105,000
+5.9%
3,200
+0.0%
0.10%
-4.8%
Q3 2017$1,043,000
+1.6%
3,199
-1.1%
0.10%
-1.0%
Q2 2017$1,027,000
-14.0%
3,235
-15.4%
0.10%
-15.3%
Q1 2017$1,194,000
+10.0%
3,823
+6.3%
0.12%
-13.3%
Q4 2016$1,085,000
-2.2%
3,597
-8.5%
0.14%
-4.0%
Q3 2016$1,109,000
-28.6%
3,930
-31.0%
0.15%
-33.8%
Q2 2016$1,553,000
+44.2%
5,695
+39.7%
0.22%
+36.4%
Q1 2016$1,077,0004,0770.16%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders