Badgley Phelps Wealth Managers, 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 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Badgley Phelps Wealth Managers, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$3,780,931
-6.1%
8,280
-1.5%
0.13%
-3.0%
Q2 2023$4,026,625
+5.6%
8,408
+1.1%
0.13%
-5.0%
Q1 2023$3,811,631
+5.1%
8,315
+1.5%
0.14%
-3.4%
Q4 2022$3,626,404
+13.5%
8,190
+2.9%
0.14%
+5.8%
Q3 2022$3,196,000
-8.8%
7,958
-6.1%
0.14%
-4.9%
Q2 2022$3,506,000
-24.5%
8,479
-10.4%
0.14%
-11.1%
Q1 2022$4,641,000
-18.4%
9,463
-13.9%
0.16%
-12.4%
Q4 2021$5,689,000
+44.1%
10,990
+33.9%
0.18%
+29.4%
Q3 2021$3,947,0008,2080.14%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 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