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 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
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 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