Halpern Financial, Inc. - 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 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$727,204
+13.1%
1,593
+18.6%
0.25%
+14.1%
Q2 2023$642,941
+4.5%
1,3430.0%0.22%
-0.5%
Q1 2023$615,420
+3.5%
1,3430.0%0.22%
+1.4%
Q4 2022$594,450
+10.2%
1,3430.0%0.22%
+2.3%
Q3 2022$539,233
-2.9%
1,3430.0%0.21%
-1.4%
Q2 2022$555,114
-16.6%
1,343
-1.1%
0.22%
-12.2%
Q1 2022$665,791
+334.5%
1,358
+358.8%
0.25%
+272.7%
Q4 2021$153,233
+7.7%
2960.0%0.07%0.0%
Q3 2021$142,340
-2.1%
2960.0%0.07%
-2.9%
Q2 2021$145,339
+3.1%
2960.0%0.07%0.0%
Q1 2021$140,911
+13.4%
2960.0%0.07%
+4.6%
Q4 2020$124,296
+23.9%
2960.0%0.06%
+10.2%
Q3 2020$100,294
+4.4%
2960.0%0.06%
-7.8%
Q2 2020$96,049
+23.4%
2960.0%0.06%
-12.3%
Q1 2020$77,812
-74.2%
296
-63.1%
0.07%
-68.9%
Q4 2019$301,1228020.24%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2022
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