MERITAGE PORTFOLIO MANAGEMENT - 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
MERITAGE PORTFOLIO MANAGEMENT ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q1 2022$208,000
-5.5%
4250.0%0.01%
+8.3%
Q4 2021$220,000
+7.3%
425
-0.5%
0.01%0.0%
Q3 2021$205,000
-2.4%
4270.0%0.01%
-7.7%
Q2 2021$210,000
+3.4%
4270.0%0.01%
-7.1%
Q1 2021$203,000
-1.9%
427
-22.5%
0.01%
-22.2%
Q4 2019$207,000
-0.5%
551
-9.4%
0.02%
-10.0%
Q1 2018$208,000
-1.0%
608
-0.2%
0.02%0.0%
Q4 2017$210,000
-8.3%
609
-33.2%
0.02%
-25.9%
Q1 2014$229,000
-21.0%
912
-23.1%
0.03%
-25.0%
Q4 2013$290,000
+7.8%
1,186
-0.3%
0.04%
+2.9%
Q3 2013$269,000
+11.6%
1,190
+3.9%
0.04%0.0%
Q2 2013$241,0001,1450.04%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 5,333$2,564,00064.29%
LCM Capital Management Inc 36,994$17,790,00015.04%
Resource Management, LLC 268,997$129,355,00014.77%
Conservest Capital Advisors, Inc. 228,700$109,977,00012.39%
Oldfather Financial Services, LLC 41,759$22,096,00011.35%
WADDELL & ASSOCIATES, LLC 127,195$61,166,00010.42%
Tiller Private Wealth, Inc. 23,219$11,165,0008.42%
Arvest Bank Trust Division 301,385$144,930,0008.13%
Veritable, L.P. 1,025,849$493,310,0007.94%
Corsicana & Co. 25,923$12,466,0007.94%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders