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 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 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 Q1 2021
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders