SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 577 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2015. The put-call ratio across all filers is 1.59 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,888 | -12.4% | 1,075 | -8.1% | 0.61% | -4.4% |
| Q2 2023 | $560,325 | +0.6% | 1,170 | -3.7% | 0.64% | -12.7% |
| Q1 2023 | $556,968 | +7.5% | 1,215 | +3.8% | 0.73% | -1.4% |
| Q4 2022 | $518,064 | +10.9% | 1,170 | +0.5% | 0.74% | +16.2% |
| Q3 2022 | $467,000 | -14.8% | 1,164 | -12.2% | 0.63% | -29.2% |
| Q2 2022 | $548,000 | -37.5% | 1,326 | -25.8% | 0.90% | -16.2% |
| Q1 2022 | $877,000 | -1.6% | 1,788 | +3.9% | 1.07% | +44.5% |
| Q4 2021 | $891,000 | +40.5% | 1,721 | -0.3% | 0.74% | -46.5% |
| Q3 2018 | $634,000 | -9.9% | 1,726 | -13.0% | 1.38% | -17.5% |
| Q2 2018 | $704,000 | +5.5% | 1,984 | +1.6% | 1.68% | -4.7% |
| Q1 2018 | $667,000 | +1.1% | 1,952 | +2.1% | 1.76% | +12.5% |
| Q4 2017 | $660,000 | +5.1% | 1,911 | -0.6% | 1.56% | +40.6% |
| Q3 2017 | $628,000 | -37.1% | 1,923 | -38.8% | 1.11% | -30.6% |
| Q2 2017 | $998,000 | -12.5% | 3,142 | -14.0% | 1.60% | -1.5% |
| Q1 2017 | $1,141,000 | +805.6% | 3,653 | +776.0% | 1.63% | +678.5% |
| Q4 2016 | $126,000 | +26.0% | 417 | +32.8% | 0.21% | +18.8% |
| Q3 2016 | $100,000 | -28.6% | 314 | -38.9% | 0.18% | -21.1% |
| Q2 2016 | $140,000 | +7.7% | 514 | +4.0% | 0.22% | +14.9% |
| Q1 2016 | $130,000 | +251.4% | 494 | +243.1% | 0.19% | +273.1% |
| Q4 2015 | $37,000 | -95.3% | 144 | -95.4% | 0.05% | -95.2% |
| Q3 2015 | $782,000 | -63.3% | 3,142 | -59.7% | 1.09% | -55.5% |
| Q2 2015 | $2,129,000 | -1.3% | 7,792 | +0.2% | 2.46% | -5.3% |
| Q1 2015 | $2,156,000 | +41.7% | 7,776 | +34.8% | 2.59% | +47.0% |
| Q4 2014 | $1,522,000 | +142.4% | 5,767 | +129.1% | 1.76% | +117.4% |
| Q3 2014 | $628,000 | – | 2,517 | – | 0.81% | – |
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% |