WEST PACES ADVISORS 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 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.

Quarter-by-quarter ownership
WEST PACES ADVISORS INC. ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$2,083,192
-4.7%
4,5620.0%0.65%
+1.2%
Q2 2023$2,184,787
+4.5%
4,5620.0%0.64%
-0.9%
Q1 2023$2,091,266
-1.3%
4,562
-4.7%
0.65%
-3.7%
Q4 2022$2,119,636
+10.2%
4,7870.0%0.68%
-1.2%
Q3 2022$1,922,746
-2.9%
4,7870.0%0.68%
+1.3%
Q2 2022$1,979,377
-32.8%
4,787
-20.3%
0.67%
-26.7%
Q1 2022$2,945,152
-8.8%
6,005
-3.7%
0.92%
-8.7%
Q4 2021$3,228,770
+6.8%
6,237
-0.8%
1.01%
-5.1%
Q3 2021$3,023,293
-2.1%
6,2870.0%1.06%
-6.5%
Q2 2021$3,086,980
+3.1%
6,2870.0%1.14%
-5.7%
Q1 2021$2,992,926
+13.4%
6,2870.0%1.20%
+2.4%
Q4 2020$2,640,037
+23.9%
6,2870.0%1.18%
+7.9%
Q3 2020$2,130,224
+4.4%
6,2870.0%1.09%
-1.3%
Q2 2020$2,040,069
+20.0%
6,287
-2.8%
1.10%
+2.2%
Q1 2020$1,700,045
-28.1%
6,467
+2.7%
1.08%
-16.1%
Q4 2019$2,363,768
+6.5%
6,2970.0%1.29%
-3.0%
Q3 2019$2,219,504
-0.6%
6,2970.0%1.33%
-4.9%
Q2 2019$2,232,853
+2.7%
6,2970.0%1.39%
-8.5%
Q1 2019$2,174,984
+14.1%
6,2970.0%1.52%
+3.6%
Q4 2018$1,905,913
-17.6%
6,2970.0%1.47%
-11.7%
Q3 2018$2,313,896
+3.5%
6,2970.0%1.66%
-0.4%
Q2 2018$2,235,561
+3.9%
6,2970.0%1.67%
+4.3%
Q1 2018$2,151,874
-1.1%
6,2970.0%1.60%
-0.5%
Q4 2017$2,175,047
+5.8%
6,2970.0%1.61%
+3.9%
Q3 2017$2,054,900
+2.7%
6,2970.0%1.55%
-2.5%
Q2 2017$2,000,053
+12.4%
6,297
+10.5%
1.59%
+11.9%
Q1 2017$1,779,857
+36.1%
5,697
+31.4%
1.42%
+16.2%
Q4 2016$1,308,0004,3351.22%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders