SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 595 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,764 | -4.7% | 1,195 | 0.0% | 0.13% | -0.8% |
| Q2 2023 | $572,381 | +4.6% | 1,195 | +0.2% | 0.13% | -1.5% |
| Q1 2023 | $546,963 | -2.9% | 1,193 | -6.2% | 0.13% | -4.4% |
| Q4 2022 | $563,306 | +10.2% | 1,272 | +0.1% | 0.14% | +2.3% |
| Q3 2022 | $511,000 | -18.0% | 1,271 | -15.7% | 0.13% | -10.7% |
| Q2 2022 | $623,000 | -15.6% | 1,507 | +0.1% | 0.15% | +1.4% |
| Q1 2022 | $738,000 | -18.3% | 1,505 | -13.7% | 0.15% | -5.2% |
| Q4 2021 | $903,000 | +7.8% | 1,744 | +0.1% | 0.16% | -2.5% |
| Q3 2021 | $838,000 | -4.1% | 1,742 | -2.2% | 0.16% | -1.2% |
| Q2 2021 | $874,000 | +3.2% | 1,781 | +0.1% | 0.16% | -0.6% |
| Q1 2021 | $847,000 | +13.5% | 1,779 | +0.1% | 0.16% | +12.5% |
| Q4 2020 | $746,000 | +22.5% | 1,777 | -1.2% | 0.14% | +8.3% |
| Q3 2020 | $609,000 | +8.2% | 1,798 | +3.6% | 0.13% | -0.7% |
| Q2 2020 | $563,000 | +23.5% | 1,736 | +0.2% | 0.13% | +9.8% |
| Q1 2020 | $456,000 | -50.1% | 1,733 | -28.8% | 0.12% | -36.5% |
| Q4 2019 | $913,000 | +12.7% | 2,433 | +5.8% | 0.19% | +2.1% |
| Q3 2019 | $810,000 | -0.5% | 2,299 | +0.1% | 0.19% | +2.7% |
| Q2 2019 | $814,000 | +2.8% | 2,296 | +0.1% | 0.18% | +0.5% |
| Q1 2019 | $792,000 | +19.5% | 2,294 | +4.7% | 0.18% | +2.8% |
| Q4 2018 | $663,000 | -16.1% | 2,192 | +2.0% | 0.18% | -1.1% |
| Q3 2018 | $790,000 | +3.5% | 2,150 | +0.1% | 0.18% | -5.3% |
| Q2 2018 | $763,000 | +4.0% | 2,148 | +0.0% | 0.19% | +1.6% |
| Q1 2018 | $734,000 | -0.9% | 2,147 | +0.1% | 0.19% | -2.1% |
| Q4 2017 | $741,000 | +6.0% | 2,145 | +0.1% | 0.19% | -10.4% |
| Q3 2017 | $699,000 | +2.8% | 2,142 | +0.0% | 0.21% | 0.0% |
| Q2 2017 | $680,000 | +1.8% | 2,141 | +0.0% | 0.21% | +1.4% |
| Q1 2017 | $668,000 | +7.4% | 2,140 | +3.8% | 0.21% | +1.0% |
| Q4 2016 | $622,000 | +25.2% | 2,062 | +17.2% | 0.21% | +20.3% |
| Q3 2016 | $497,000 | +3.8% | 1,760 | +0.1% | 0.17% | +1.2% |
| Q2 2016 | $479,000 | +6.9% | 1,758 | +3.0% | 0.17% | +2.4% |
| Q1 2016 | $448,000 | +3.5% | 1,707 | +0.2% | 0.17% | +2.5% |
| Q4 2015 | $433,000 | +2.1% | 1,704 | +0.1% | 0.16% | -1.8% |
| Q3 2015 | $424,000 | -8.8% | 1,702 | +0.1% | 0.16% | +1.9% |
| Q2 2015 | $465,000 | -1.3% | 1,700 | +0.1% | 0.16% | +5.2% |
| Q1 2015 | $471,000 | -6.0% | 1,699 | -10.5% | 0.15% | -6.1% |
| Q4 2014 | $501,000 | +5.9% | 1,898 | +0.1% | 0.16% | +1.9% |
| Q3 2014 | $473,000 | -17.3% | 1,897 | -13.5% | 0.16% | -13.0% |
| Q2 2014 | $572,000 | +20.7% | 2,194 | +15.9% | 0.18% | +10.1% |
| Q1 2014 | $474,000 | +2.6% | 1,893 | +0.1% | 0.17% | +1.2% |
| Q4 2013 | $462,000 | +7.9% | 1,892 | +0.1% | 0.17% | -4.0% |
| Q3 2013 | $428,000 | +7.8% | 1,890 | +0.1% | 0.17% | +13.8% |
| Q2 2013 | $397,000 | – | 1,888 | – | 0.15% | – |
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% |