Laidlaw 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
Laidlaw Wealth Management LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q1 2023$237,456
+4.3%
518
+0.8%
0.05%
-2.0%
Q4 2022$227,594
-1.9%
514
-8.2%
0.05%
+4.3%
Q2 2022$232,000
-23.4%
560
-9.2%
0.05%
-7.8%
Q1 2022$303,000
-14.2%
617
-9.5%
0.05%
-8.9%
Q4 2021$353,000
+8.0%
682
+0.1%
0.06%
-33.3%
Q3 2021$327,000
+26.3%
681
+29.0%
0.08%
+25.4%
Q2 2021$259,000
+6.6%
528
+3.5%
0.07%
-19.3%
Q1 2021$243,000
-7.3%
510
-18.1%
0.08%
+50.9%
Q4 2020$262,0006230.06%
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