SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 553 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2014. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $826,000 | +1.7% | 2,600 | 0.0% | 0.26% | -1.2% |
| Q1 2017 | $812,000 | +3.6% | 2,600 | 0.0% | 0.26% | +1.6% |
| Q4 2016 | $784,000 | +6.8% | 2,600 | 0.0% | 0.25% | +5.0% |
| Q3 2016 | $734,000 | +3.7% | 2,600 | 0.0% | 0.24% | +5.7% |
| Q2 2016 | $708,000 | -7.1% | 2,600 | -10.3% | 0.23% | -5.4% |
| Q1 2016 | $762,000 | +3.4% | 2,900 | 0.0% | 0.24% | +3.0% |
| Q4 2015 | $737,000 | +2.1% | 2,900 | 0.0% | 0.24% | -2.9% |
| Q3 2015 | $722,000 | -8.8% | 2,900 | 0.0% | 0.24% | -6.6% |
| Q2 2015 | $792,000 | -1.5% | 2,900 | 0.0% | 0.26% | +0.8% |
| Q1 2015 | $804,000 | +5.0% | 2,900 | 0.0% | 0.26% | +6.2% |
| Q4 2014 | $766,000 | +5.9% | 2,900 | 0.0% | 0.24% | +1.3% |
| Q3 2014 | $723,000 | -41.8% | 2,900 | -39.1% | 0.24% | -40.4% |
| Q2 2014 | $1,242,000 | +4.0% | 4,765 | 0.0% | 0.40% | -1.7% |
| Q1 2014 | $1,194,000 | +2.6% | 4,765 | 0.0% | 0.41% | +2.3% |
| Q4 2013 | $1,164,000 | +8.0% | 4,765 | 0.0% | 0.40% | +3.1% |
| Q3 2013 | $1,078,000 | +3.9% | 4,765 | -3.5% | 0.39% | +4.0% |
| Q2 2013 | $1,038,000 | – | 4,940 | – | 0.37% | – |
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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% |