HERITAGE INVESTORS MANAGEMENT CORP - 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 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$25,481
-6.2%
55,800
-1.7%
1.07%
-2.1%
Q2 2023$27,178
+3.6%
56,750
-0.8%
1.09%
-3.1%
Q1 2023$26,233
+3.1%
57,225
-0.4%
1.12%
-3.1%
Q4 2022$25,451
-99.9%
57,478
-0.2%
1.16%
-0.5%
Q3 2022$23,141,000
-4.6%
57,614
-1.8%
1.17%
+2.4%
Q2 2022$24,269,000
-16.9%
58,693
-1.4%
1.14%
-2.6%
Q1 2022$29,207,000
-6.2%
59,552
-0.9%
1.17%
-3.4%
Q4 2021$31,128,000
+5.3%
60,108
-2.2%
1.21%
-2.6%
Q3 2021$29,564,000
-6.7%
61,452
-4.8%
1.24%
-6.4%
Q2 2021$31,699,000
-4.3%
64,559
-7.2%
1.33%
-9.6%
Q1 2021$33,108,000
+9.8%
69,548
-3.2%
1.47%
+2.7%
Q4 2020$30,156,000
+19.2%
71,813
-3.9%
1.43%
+4.9%
Q3 2020$25,309,000
+0.1%
74,696
-4.1%
1.36%
-7.2%
Q2 2020$25,273,000
+12.6%
77,884
-8.7%
1.47%
-6.7%
Q1 2020$22,437,000
-31.8%
85,351
-2.7%
1.57%
-9.9%
Q4 2019$32,920,000
+5.4%
87,698
-1.1%
1.75%
-2.0%
Q3 2019$31,242,000
-3.2%
88,636
-2.7%
1.78%
-4.0%
Q2 2019$32,291,000
+0.8%
91,074
-1.8%
1.86%
-2.6%
Q1 2019$32,023,000
+12.0%
92,712
-1.9%
1.91%
-0.4%
Q4 2018$28,593,000
-19.0%
94,468
-1.7%
1.91%
-5.7%
Q3 2018$35,302,000
+2.4%
96,070
-1.1%
2.03%
-3.9%
Q2 2018$34,480,000
+1.9%
97,122
-1.9%
2.11%
+0.1%
Q1 2018$33,840,000
-1.5%
99,024
-0.4%
2.11%
+1.6%
Q4 2017$34,352,000
+4.9%
99,453
-0.9%
2.08%
-1.5%
Q3 2017$32,736,000
+2.7%
100,317
-0.0%
2.11%
-1.6%
Q2 2017$31,864,000
+3.5%
100,320
+1.8%
2.14%
+1.4%
Q1 2017$30,789,000
+2.2%
98,551
-1.3%
2.11%
-1.0%
Q4 2016$30,116,000
+5.4%
99,810
-1.4%
2.13%
+1.1%
Q3 2016$28,580,000
+2.0%
101,250
-1.7%
2.11%
-0.4%
Q2 2016$28,028,000
+3.7%
102,956
+0.1%
2.12%
+1.9%
Q1 2016$27,019,000
+5.7%
102,842
+2.2%
2.08%
+3.0%
Q4 2015$25,555,000
+1.8%
100,596
-0.2%
2.02%
-2.8%
Q3 2015$25,091,000
-8.4%
100,811
+0.6%
2.08%
-1.2%
Q2 2015$27,389,000
-2.2%
100,254
-0.8%
2.10%
-2.7%
Q1 2015$28,017,000
+4.4%
101,058
-0.6%
2.16%
+3.7%
Q4 2014$26,827,000
+5.2%
101,627
-0.7%
2.08%
+1.8%
Q3 2014$25,504,000
-5.9%
102,295
-1.7%
2.05%
-6.4%
Q2 2014$27,114,000
+2.7%
104,061
-1.2%
2.19%
-1.8%
Q1 2014$26,402,000
+2.7%
105,366
+0.1%
2.23%
+0.6%
Q4 2013$25,716,000
+8.2%
105,307
+0.3%
2.21%
-1.2%
Q3 2013$23,765,000
+7.8%
105,000
+0.1%
2.24%
+3.1%
Q2 2013$22,036,000104,8832.17%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 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