SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 856 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,226 | -7.1% | 627 | -2.6% | 0.01% | 0.0% |
| Q2 2023 | $308,202 | +4.5% | 644 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $294,908 | +32.9% | 643 | +28.3% | 0.01% | +25.0% |
| Q4 2022 | $221,855 | +6.7% | 501 | +11.6% | 0.01% | 0.0% |
| Q1 2022 | $208,000 | -13.3% | 449 | -3.2% | 0.01% | 0.0% |
| Q4 2021 | $240,000 | +7.6% | 464 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $223,000 | -13.6% | 464 | -11.8% | 0.01% | -10.0% |
| Q2 2021 | $258,000 | -7.9% | 526 | -10.7% | 0.01% | -16.7% |
| Q1 2021 | $280,000 | +20.2% | 589 | +6.1% | 0.01% | +9.1% |
| Q4 2020 | $233,000 | -25.1% | 555 | -33.1% | 0.01% | -38.9% |
| Q4 2019 | $311,000 | +10.7% | 829 | +4.0% | 0.02% | 0.0% |
| Q3 2019 | $281,000 | -0.7% | 797 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $283,000 | +1.1% | 797 | -1.8% | 0.02% | 0.0% |
| Q1 2019 | $280,000 | +16.2% | 812 | +2.0% | 0.02% | +5.9% |
| Q4 2018 | $241,000 | -18.3% | 796 | -1.0% | 0.02% | -5.6% |
| Q3 2018 | $295,000 | +3.5% | 804 | 0.0% | 0.02% | -21.7% |
| Q2 2018 | $285,000 | +16.8% | 804 | +12.8% | 0.02% | +15.0% |
| Q1 2018 | $244,000 | -4.7% | 713 | -3.8% | 0.02% | 0.0% |
| Q4 2017 | $256,000 | +3.2% | 741 | -2.6% | 0.02% | -4.8% |
| Q3 2017 | $248,000 | +22.2% | 761 | +17.3% | 0.02% | +23.5% |
| Q1 2017 | $203,000 | -61.0% | 649 | -62.4% | 0.02% | -63.8% |
| Q4 2016 | $521,000 | – | 1,725 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 40,846 | $18,652,124 | 15.21% |
| Conservest Capital Advisors, Inc. | 254,922 | $116,407,673 | 14.05% |
| Divergent Planning, LLC | 55,679 | $25,160,997 | 13.55% |
| Granite Bay Wealth Management, LLC | 2,536,853 | $1,215,719 | 11.93% |
| Oldfather Financial Services, LLC | 50,629 | $23,119,379 | 11.73% |
| Tandem Wealth Advisors LLC | 33,053 | $15,093,200 | 9.22% |
| WADDELL & ASSOCIATES, LLC | 137,870 | $62,956,914 | 9.21% |
| CUMBERLAND ADVISORS INC | 43,849 | $20,023,207 | 8.88% |
| ARVEST TRUST CO N A | 268,276 | $122,505,552 | 7.99% |
| Hummer Financial Advisory Services Inc | 16,973 | $7,776,939 | 7.93% |