Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q4 2021$522,000
+34.2%
1,008
+24.8%
0.08%
+20.3%
Q3 2021$389,000
-2.0%
8080.0%0.06%
-4.5%
Q2 2021$397,000
+9825.0%
808
+10000.0%
0.07%
+6600.0%
Q1 2021$4,000
+33.3%
80.0%0.00%0.0%
Q4 2020$3,0000.0%80.0%0.00%0.0%
Q3 2020$3,0000.0%80.0%0.00%0.0%
Q2 2020$3,00080.00%
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