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 2020 | $87,000 | -7.4% | 256 | -12.0% | 0.03% | -13.2% |
| Q2 2020 | $94,000 | +20.5% | 291 | -1.4% | 0.04% | 0.0% |
| Q1 2020 | $78,000 | -29.7% | 295 | -0.7% | 0.04% | -13.6% |
| Q4 2019 | $111,000 | +5.7% | 297 | 0.0% | 0.04% | +12.8% |
| Q3 2019 | $105,000 | 0.0% | 297 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $105,000 | +1.9% | 297 | -0.3% | 0.04% | -4.9% |
| Q1 2019 | $103,000 | +14.4% | 298 | 0.0% | 0.04% | +5.1% |
| Q4 2018 | $90,000 | -23.7% | 298 | -10.2% | 0.04% | -17.0% |
| Q2 2018 | $118,000 | -99.9% | 332 | 0.0% | 0.05% | +4.4% |
| Q1 2018 | $113,454,000 | -23.1% | 332 | -22.2% | 0.04% | -4.3% |
| Q4 2017 | $147,490,000 | +48737.7% | 427 | -55.1% | 0.05% | -57.3% |
| Q2 2017 | $302,000 | +5.2% | 950 | 0.0% | 0.11% | +34.1% |
| Q4 2016 | $287,000 | +7.1% | 950 | 0.0% | 0.08% | -8.9% |
| Q3 2016 | $268,000 | +3.5% | 950 | 0.0% | 0.09% | +2.3% |
| Q2 2016 | $259,000 | +3.6% | 950 | 0.0% | 0.09% | -1.1% |
| Q1 2016 | $250,000 | +2.0% | 950 | -1.6% | 0.09% | -5.3% |
| Q4 2015 | $245,000 | +2.1% | 965 | 0.0% | 0.09% | +10.6% |
| Q3 2015 | $240,000 | -9.1% | 965 | 0.0% | 0.08% | +16.4% |
| Q2 2015 | $264,000 | -17.0% | 965 | -15.8% | 0.07% | -13.1% |
| Q1 2015 | $318,000 | +5.0% | 1,146 | 0.0% | 0.08% | +7.7% |
| Q4 2014 | $303,000 | -0.3% | 1,146 | -6.1% | 0.08% | +9.9% |
| Q3 2014 | $304,000 | +1.7% | 1,221 | +6.5% | 0.07% | +7.6% |
| Q2 2014 | $299,000 | +4.2% | 1,146 | 0.0% | 0.07% | -7.0% |
| Q1 2014 | $287,000 | +2.5% | 1,146 | 0.0% | 0.07% | -18.4% |
| Q4 2013 | $280,000 | +4.9% | 1,146 | -3.0% | 0.09% | -6.5% |
| Q3 2013 | $267,000 | +7.7% | 1,181 | 0.0% | 0.09% | -1.1% |
| Q2 2013 | $248,000 | – | 1,181 | – | 0.09% | – |
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% |