MOODY LYNN & LIEBERSON, LLC - 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
MOODY LYNN & LIEBERSON, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$1,150,276
-5.6%
2,519
-1.0%
0.10%
+1.0%
Q2 2023$1,218,826
+5.1%
2,545
+0.6%
0.10%
-5.8%
Q1 2023$1,159,319
+103503.1%
2,5290.0%0.10%
+2.0%
Q4 2022$1,119
-99.9%
2,5290.0%0.10%
+4.1%
Q3 2022$1,016,000
-3.7%
2,529
-0.9%
0.10%
+3.2%
Q2 2022$1,055,000
-42.3%
2,551
-31.6%
0.10%
-29.1%
Q1 2022$1,830,000
-9.0%
3,731
-3.9%
0.13%
-0.7%
Q4 2021$2,010,000
+11.2%
3,883
+3.3%
0.14%
-0.7%
Q3 2021$1,808,000
+1.3%
3,760
+3.4%
0.14%
+1.5%
Q2 2021$1,785,000
+2.1%
3,635
-1.0%
0.13%
-7.6%
Q1 2021$1,748,000
+12.3%
3,671
-1.0%
0.14%
+8.2%
Q4 2020$1,557,000
+14.5%
3,709
-7.6%
0.13%
-0.7%
Q3 2020$1,360,000
+3.7%
4,013
-0.8%
0.14%
-4.9%
Q2 2020$1,312,000
+22.7%
4,044
-0.6%
0.14%
-3.4%
Q1 2020$1,069,000
-22.0%
4,068
+11.4%
0.15%
+11.4%
Q4 2019$1,371,000
+3.9%
3,652
-2.4%
0.13%
-10.2%
Q3 2019$1,319,000
+29.6%
3,742
+30.3%
0.15%
+31.2%
Q2 2019$1,018,000
+55.9%
2,871
+51.9%
0.11%
+49.3%
Q1 2019$653,000
+20.3%
1,890
+5.3%
0.08%
+2.7%
Q4 2018$543,000
-25.9%
1,795
-10.0%
0.07%
-6.4%
Q3 2018$733,000
+15.8%
1,995
+11.9%
0.08%
+4.0%
Q2 2018$633,000
+4.1%
1,783
+0.2%
0.08%
+2.7%
Q1 2018$608,000
-3.9%
1,7790.0%0.07%
+7.4%
Q4 2017$633,000
+0.2%
1,779
-8.2%
0.07%
-11.7%
Q3 2017$632,000
+6.0%
1,938
+3.2%
0.08%
-1.3%
Q2 2017$596,000
+1.9%
1,878
+0.2%
0.08%
-4.9%
Q1 2017$585,000
+3.5%
1,874
+0.1%
0.08%
+1.2%
Q4 2016$565,000
+7.2%
1,873
+0.3%
0.08%
-8.0%
Q3 2016$527,000
+0.6%
1,868
-3.0%
0.09%
-6.4%
Q2 2016$524,000
+4.2%
1,925
+0.5%
0.09%
+19.0%
Q1 2016$503,000
-76.5%
1,915
-77.2%
0.08%
-76.5%
Q4 2015$2,137,000
+12.2%
8,413
+9.9%
0.34%
-7.9%
Q3 2015$1,905,0007,6530.36%
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