NEVILLE RODIE & SHAW 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 588 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2016. The put-call ratio across all filers is 0.52 and the average weighting 1.1%.

Quarter-by-quarter ownership
NEVILLE RODIE & SHAW INC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2018$12,052,000
+6.6%
32,797
+3.0%
1.19%
-0.2%
Q2 2018$11,301,000
+1.7%
31,832
-2.1%
1.19%
-2.7%
Q1 2018$11,115,000
-7.5%
32,524
-6.5%
1.22%
-3.3%
Q4 2017$12,021,000
+4.8%
34,801
-1.0%
1.27%
-0.9%
Q3 2017$11,469,000
-4.6%
35,145
-7.1%
1.28%
-6.9%
Q2 2017$12,022,000
+20.2%
37,847
+18.2%
1.37%
+19.8%
Q1 2017$10,003,000
+6.9%
32,016
+3.2%
1.14%
+3.7%
Q4 2016$9,361,000
+20.8%
31,025
+13.0%
1.10%
+21.1%
Q3 2016$7,747,000
+15.4%
27,444
+11.3%
0.91%
+13.4%
Q2 2016$6,712,000
+1.7%
24,655
-1.8%
0.80%
+0.2%
Q1 2016$6,599,000
+2.5%
25,117
-0.9%
0.80%
+3.6%
Q4 2015$6,440,000
+1.7%
25,348
-0.3%
0.77%
-0.3%
Q3 2015$6,330,000
-10.0%
25,434
-1.2%
0.78%
+0.8%
Q2 2015$7,031,000
-44.5%
25,736
-43.7%
0.77%
-41.6%
Q1 2015$12,678,000
+6.5%
45,729
+1.4%
1.32%
+9.4%
Q4 2014$11,904,000
+6.4%
45,095
+0.5%
1.20%
+9.2%
Q3 2014$11,186,000
-2.9%
44,866
+1.5%
1.10%
-4.6%
Q2 2014$11,515,000
+4.9%
44,195
+0.9%
1.16%
-2.7%
Q1 2014$10,974,000
+2.2%
43,797
-0.4%
1.19%
+2.2%
Q4 2013$10,743,000
+10.7%
43,994
+2.6%
1.16%
+2.8%
Q3 2013$9,703,000
+12.7%
42,869
+4.6%
1.13%
+8.3%
Q2 2013$8,612,00040,9881.04%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2016
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders