XML Financial, 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
XML Financial, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,351,198
-22.6%
2,959
-18.8%
0.16%
-19.8%
Q2 2023$1,744,669
+1.9%
3,643
-2.5%
0.20%
-2.9%
Q1 2023$1,712,161
+1.3%
3,735
-2.2%
0.21%
-1.9%
Q4 2022$1,690,572
+9.8%
3,818
-0.4%
0.21%
-0.9%
Q3 2022$1,539,000
-3.4%
3,832
-0.5%
0.21%
-40.6%
Q2 2022$1,593,000
-14.6%
3,852
+1.3%
0.36%
+62.2%
Q1 2022$1,866,000
-2.7%
3,804
+2.7%
0.22%
-3.9%
Q4 2021$1,918,000
+9.0%
3,705
+1.3%
0.23%
-1.7%
Q3 2021$1,759,000
-1.8%
3,658
+0.3%
0.24%
-40.4%
Q2 2021$1,791,000
+4.6%
3,648
+1.4%
0.39%
-5.7%
Q1 2021$1,713,000
+11.0%
3,598
-2.1%
0.42%
+4.5%
Q4 2020$1,543,000
+25.2%
3,675
+1.1%
0.40%
+3.9%
Q3 2020$1,232,000
+7.6%
3,636
+3.1%
0.38%
-3.0%
Q2 2020$1,145,000
+26.8%
3,528
+2.7%
0.40%
+1.8%
Q1 2020$903,000
-22.7%
3,434
+10.3%
0.39%
-8.0%
Q4 2019$1,168,0003,1120.42%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders