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 2024 | $2,793,653 | +6.4% | 5,221 | +10.6% | 0.28% | +4.4% |
Q1 2024 | $2,625,652 | +15.3% | 4,719 | +5.2% | 0.27% | +3.0% |
Q4 2023 | $2,276,614 | +11.1% | 4,487 | 0.0% | 0.26% | +2.7% |
Q3 2023 | $2,048,944 | +4.3% | 4,487 | +9.4% | 0.26% | +10.8% |
Q2 2023 | $1,964,489 | +6.7% | 4,102 | +2.1% | 0.23% | -1.3% |
Q1 2023 | $1,840,975 | +21.9% | 4,016 | +17.7% | 0.24% | +16.9% |
Q4 2022 | $1,510,357 | +16.4% | 3,411 | +5.6% | 0.20% | +4.1% |
Q3 2022 | $1,298,000 | -5.1% | 3,231 | -2.4% | 0.19% | +1.6% |
Q2 2022 | $1,368,000 | -13.5% | 3,309 | +2.6% | 0.19% | +2.7% |
Q1 2022 | $1,582,000 | -17.9% | 3,225 | -13.4% | 0.18% | -8.4% |
Q4 2021 | $1,927,000 | +9.9% | 3,723 | +2.1% | 0.20% | -1.5% |
Q3 2021 | $1,754,000 | +2.2% | 3,648 | +4.3% | 0.20% | +1.5% |
Q2 2021 | $1,717,000 | +22.2% | 3,497 | +18.5% | 0.20% | +12.8% |
Q1 2021 | $1,405,000 | +1.3% | 2,952 | -10.6% | 0.18% | -3.8% |
Q4 2020 | $1,387,000 | +23.2% | 3,302 | -0.6% | 0.19% | +2.2% |
Q3 2020 | $1,126,000 | +2.7% | 3,322 | -1.6% | 0.18% | -2.7% |
Q2 2020 | $1,096,000 | +23.4% | 3,377 | 0.0% | 0.19% | +3.3% |
Q1 2020 | $888,000 | -29.4% | 3,377 | +0.7% | 0.18% | -11.7% |
Q4 2019 | $1,258,000 | +6.5% | 3,352 | 0.0% | 0.20% | -0.5% |
Q3 2019 | $1,181,000 | -1.1% | 3,352 | -0.4% | 0.21% | -1.0% |
Q2 2019 | $1,194,000 | +2.7% | 3,367 | 0.0% | 0.21% | 0.0% |
Q1 2019 | $1,163,000 | +10.9% | 3,367 | -2.9% | 0.21% | -1.0% |
Q4 2018 | $1,049,000 | -17.5% | 3,467 | +0.1% | 0.21% | -2.3% |
Q3 2018 | $1,272,000 | +3.2% | 3,462 | -0.3% | 0.22% | -5.3% |
Q2 2018 | $1,233,000 | +4.0% | 3,472 | 0.0% | 0.23% | +1.3% |
Q1 2018 | $1,186,000 | -1.1% | 3,472 | 0.0% | 0.22% | +1.4% |
Q4 2017 | $1,199,000 | +4.2% | 3,472 | -1.6% | 0.22% | +0.9% |
Q3 2017 | $1,151,000 | +1.1% | 3,527 | -1.7% | 0.22% | -1.8% |
Q2 2017 | $1,139,000 | +0.3% | 3,587 | -1.4% | 0.22% | -2.6% |
Q1 2017 | $1,136,000 | +3.6% | 3,637 | 0.0% | 0.23% | +3.2% |
Q4 2016 | $1,097,000 | +6.8% | 3,637 | 0.0% | 0.22% | +5.7% |
Q3 2016 | $1,027,000 | +3.7% | 3,637 | 0.0% | 0.21% | +2.9% |
Q2 2016 | $990,000 | +0.8% | 3,637 | -2.7% | 0.20% | -1.4% |
Q1 2016 | $982,000 | +3.5% | 3,737 | 0.0% | 0.21% | -1.0% |
Q4 2015 | $949,000 | -2.0% | 3,737 | -4.0% | 0.21% | -5.0% |
Q3 2015 | $968,000 | -17.4% | 3,891 | -9.3% | 0.22% | -0.5% |
Q2 2015 | $1,172,000 | -5.9% | 4,291 | -4.5% | 0.22% | -4.3% |
Q1 2015 | $1,245,000 | +26.3% | 4,491 | +20.2% | 0.23% | +26.2% |
Q4 2014 | $986,000 | +6.6% | 3,736 | +0.7% | 0.18% | +2.8% |
Q3 2014 | $925,000 | -14.0% | 3,711 | -10.1% | 0.18% | -6.3% |
Q2 2014 | $1,075,000 | +4.0% | 4,126 | 0.0% | 0.19% | -1.0% |
Q1 2014 | $1,034,000 | -7.5% | 4,126 | -9.9% | 0.19% | -5.4% |
Q4 2013 | $1,118,000 | +7.6% | 4,577 | -0.3% | 0.20% | -1.5% |
Q3 2013 | $1,039,000 | +13.2% | 4,590 | +5.0% | 0.21% | +9.6% |
Q2 2013 | $918,000 | – | 4,370 | – | 0.19% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |