Ellis Investment Partners, 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
Ellis Investment Partners, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$226,969
-4.6%
4970.0%0.06%0.0%
Q2 2023$237,812
+4.6%
497
+0.2%
0.06%
-1.7%
Q1 2023$227,393
-3.8%
496
-7.1%
0.06%
-7.8%
Q4 2022$236,493
+10.5%
534
+0.2%
0.06%
+8.5%
Q3 2022$214,000
-2.7%
533
+0.2%
0.06%0.0%
Q2 2022$220,000
-15.7%
5320.0%0.06%
-4.8%
Q1 2022$261,000
-3.0%
532
+2.3%
0.06%0.0%
Q4 2021$269,000
+6.3%
520
-1.5%
0.06%
-3.1%
Q3 2021$253,000
-2.3%
528
+0.2%
0.06%
-3.0%
Q2 2021$259,000
+2.4%
527
-0.8%
0.07%
-5.7%
Q1 2021$253,000
+12.4%
531
-1.1%
0.07%
+2.9%
Q4 2020$225,000
+37.2%
537
+11.0%
0.07%
+17.2%
Q3 2020$164,000
+1.9%
484
-3.4%
0.06%
-3.3%
Q2 2020$161,000
+29.8%
501
-0.6%
0.06%
+1.7%
Q1 2020$124,000
-74.6%
504
-61.3%
0.06%
-63.8%
Q4 2019$489,000
-38.0%
1,301
-43.0%
0.16%
-43.0%
Q3 2019$789,000
-18.0%
2,284
-15.6%
0.29%
-20.6%
Q2 2019$962,000
-16.3%
2,707
-17.5%
0.36%
-22.6%
Q1 2019$1,149,000
+13.2%
3,283
-2.1%
0.46%
+0.4%
Q4 2018$1,015,0003,3550.46%
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