Williams Jones 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 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$6,006,186
-10.4%
13,153
-6.0%
0.09%
-8.0%
Q2 2023$6,702,824
+3.4%
13,996
-1.0%
0.10%
-2.0%
Q1 2023$6,483,301
+5.3%
14,143
+1.7%
0.10%
-1.0%
Q4 2022$6,156,109
-4.1%
13,903
-13.0%
0.10%
-8.0%
Q3 2022$6,417,000
-2.5%
15,976
+0.4%
0.11%
+4.7%
Q2 2022$6,581,000
-15.4%
15,916
+0.4%
0.11%
-0.9%
Q1 2022$7,777,000
-6.4%
15,858
-1.2%
0.11%
+3.8%
Q4 2021$8,307,000
+12.2%
16,047
+4.2%
0.10%0.0%
Q3 2021$7,405,000
-1.7%
15,399
+0.4%
0.10%
-1.0%
Q2 2021$7,532,000
+4.8%
15,339
+1.6%
0.10%
-6.2%
Q1 2021$7,189,000
+13.8%
15,101
+0.3%
0.11%
+8.7%
Q4 2020$6,320,000
+22.5%
15,051
-1.2%
0.10%
+8.4%
Q3 2020$5,160,000
+12.7%
15,229
+7.9%
0.10%
+1.1%
Q2 2020$4,579,000
+14.8%
14,110
-7.0%
0.09%
-9.6%
Q1 2020$3,987,000
-32.1%
15,167
-3.0%
0.10%
-7.1%
Q4 2019$5,872,000
+8.2%
15,644
+1.6%
0.11%
+0.9%
Q3 2019$5,426,00015,3950.11%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2022
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