Robertson Stephens Wealth Management, 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 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,016,276
+151.8%
2,218
+164.0%
0.07%
+137.9%
Q2 2023$403,533
-7.3%
840
-11.3%
0.03%
-12.1%
Q1 2023$435,244
+3.8%
947
+0.4%
0.03%
-19.5%
Q4 2022$419,122
+9.7%
9430.0%0.04%
+2.5%
Q3 2022$382,000
-2.3%
9430.0%0.04%
+8.1%
Q2 2022$391,000
-15.7%
9430.0%0.04%
-5.1%
Q1 2022$464,000
-33.9%
943
-30.3%
0.04%
-33.9%
Q4 2021$702,000
+61.8%
1,353
+50.2%
0.06%
+20.4%
Q3 2021$434,000
-2.0%
9010.0%0.05%
-7.5%
Q2 2021$443,000
+3.0%
9010.0%0.05%
-23.2%
Q1 2021$430,000
+13.5%
9010.0%0.07%
-12.7%
Q4 2020$379,000
+23.9%
9010.0%0.08%
+5.3%
Q3 2020$306,000
+4.4%
9010.0%0.08%
-11.8%
Q2 2020$293,000
+23.1%
9010.0%0.08%
+4.9%
Q1 2020$238,000
-45.0%
901
-21.7%
0.08%
-62.8%
Q4 2019$433,000
+6.4%
1,1510.0%0.22%
+5.8%
Q3 2019$407,000
+30.9%
1,151
+31.7%
0.21%
-32.0%
Q2 2019$311,0008740.30%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 5,333$2,564,00064.29%
LCM Capital Management Inc 36,994$17,790,00015.04%
Resource Management, LLC 268,997$129,355,00014.77%
Conservest Capital Advisors, Inc. 228,700$109,977,00012.39%
Oldfather Financial Services, LLC 41,759$22,096,00011.35%
WADDELL & ASSOCIATES, LLC 127,195$61,166,00010.42%
Tiller Private Wealth, Inc. 23,219$11,165,0008.42%
Arvest Bank Trust Division 301,385$144,930,0008.13%
Veritable, L.P. 1,025,849$493,310,0007.94%
Corsicana & Co. 25,923$12,466,0007.94%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders