Newport Capital Group, 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
Newport Capital Group, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$4,084,589
-7.0%
8,945
-2.5%
3.80%
+72.2%
Q2 2023$4,392,500
+10.5%
9,172
+2.2%
2.20%
-44.4%
Q4 2022$3,973,542
-43.4%
8,974
-47.9%
3.96%
+9.0%
Q3 2022$7,024,000
+95.2%
17,236
+98.0%
3.64%
-2.1%
Q2 2022$3,598,000
-13.5%
8,707
+2.7%
3.72%
+19.2%
Q1 2022$4,159,000
+1.7%
8,480
+7.5%
3.12%
+2.9%
Q4 2021$4,090,000
+14.8%
7,891
+6.5%
3.03%
+10.2%
Q3 2021$3,563,000
-0.9%
7,410
+1.2%
2.75%
-3.4%
Q2 2021$3,597,000
+6.6%
7,325
+3.4%
2.85%
+1.3%
Q1 2021$3,373,000
+18.5%
7,085
+4.5%
2.81%
+14.6%
Q4 2020$2,847,0006,7802.45%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
LCM Capital Management Inc 37,357$15,447,00015.21%
Granite Bay Wealth Management, LLC 41,124$17,004,00013.19%
Conservest Capital Advisors, Inc. 238,520$98,626,00012.28%
Oldfather Financial Services, LLC 44,409$19,788,00011.29%
WADDELL & ASSOCIATES, LLC 131,017$54,174,00011.03%
Linker Capital Management Inc. 21,292$8,804,00010.94%
Hummer Financial Advisory Services Inc 17,173$7,125,0008.07%
ARVEST TRUST CO N A 294,019$121,574,0007.96%
Veritable, L.P. 1,010,720$417,923,0007.53%
Corsicana & Co. 22,776$9,418,0007.45%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders