SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,840,338 | -5.4% | 10,915 | -1.7% | 2.38% | -7.7% |
Q1 2024 | $6,175,307 | +5.0% | 11,099 | -0.4% | 2.58% | +1.7% |
Q4 2023 | $5,882,976 | +19.6% | 11,142 | +3.4% | 2.54% | +3.5% |
Q3 2023 | $4,919,786 | -9.7% | 10,774 | -1.5% | 2.46% | -3.6% |
Q2 2023 | $5,449,173 | +11.7% | 10,935 | +2.7% | 2.55% | +3.0% |
Q1 2023 | $4,879,189 | +0.6% | 10,644 | -2.8% | 2.47% | -1.5% |
Q4 2022 | $4,850,606 | +8.4% | 10,955 | -1.7% | 2.51% | +0.3% |
Q3 2022 | $4,475,000 | -1.7% | 11,141 | +1.2% | 2.50% | +2.5% |
Q2 2022 | $4,551,000 | -21.1% | 11,005 | -6.4% | 2.44% | -10.6% |
Q1 2022 | $5,766,000 | -12.3% | 11,757 | -7.4% | 2.73% | -12.9% |
Q4 2021 | $6,571,000 | -2.6% | 12,694 | -4.2% | 3.13% | -2.4% |
Q3 2021 | $6,749,000 | +0.5% | 13,256 | -3.1% | 3.21% | -5.3% |
Q2 2021 | $6,718,000 | +3.2% | 13,682 | +0.1% | 3.39% | -2.2% |
Q1 2021 | $6,510,000 | +11.5% | 13,674 | -0.3% | 3.47% | -1.3% |
Q4 2020 | $5,839,000 | +20.2% | 13,709 | -4.4% | 3.51% | +10.2% |
Q3 2020 | $4,858,000 | -3.6% | 14,338 | -3.4% | 3.19% | -4.4% |
Q2 2020 | $5,039,000 | +21.4% | 14,838 | -6.0% | 3.33% | -1.6% |
Q1 2020 | $4,150,000 | -30.1% | 15,784 | -2.9% | 3.39% | -13.1% |
Q4 2019 | $5,941,000 | +6.9% | 16,259 | +3.1% | 3.90% | -0.2% |
Q3 2019 | $5,560,000 | -3.8% | 15,776 | -3.3% | 3.90% | -3.2% |
Q2 2019 | $5,781,000 | -1.9% | 16,306 | -0.7% | 4.03% | -0.3% |
Q1 2019 | $5,894,000 | +13.1% | 16,413 | -4.7% | 4.04% | +0.2% |
Q4 2018 | $5,213,000 | -17.8% | 17,224 | -0.2% | 4.04% | -5.6% |
Q3 2018 | $6,344,000 | +1.5% | 17,266 | -2.0% | 4.28% | -3.0% |
Q2 2018 | $6,253,000 | +3.9% | 17,616 | -0.3% | 4.41% | +3.0% |
Q1 2018 | $6,017,000 | -1.9% | 17,672 | -0.5% | 4.28% | -3.8% |
Q4 2017 | $6,132,000 | +4.5% | 17,752 | -1.3% | 4.45% | -3.3% |
Q3 2017 | $5,866,000 | +2.1% | 17,977 | -0.6% | 4.60% | -0.4% |
Q2 2017 | $5,744,000 | -23.7% | 18,084 | -25.0% | 4.62% | -12.1% |
Q1 2017 | $7,531,000 | -2.2% | 24,108 | -5.6% | 5.26% | -2.0% |
Q4 2016 | $7,704,000 | +5.5% | 25,535 | -1.3% | 5.37% | +2.2% |
Q3 2016 | $7,303,000 | +2.7% | 25,874 | -0.9% | 5.25% | +3.9% |
Q2 2016 | $7,108,000 | +2.7% | 26,110 | -0.9% | 5.06% | -1.5% |
Q1 2016 | $6,920,000 | +9.4% | 26,340 | -0.0% | 5.13% | +2.6% |
Q4 2015 | $6,323,000 | +1.5% | 26,350 | +5.2% | 5.00% | -0.4% |
Q3 2015 | $6,231,000 | -10.4% | 25,036 | -1.7% | 5.02% | -3.2% |
Q2 2015 | $6,957,000 | -0.2% | 25,467 | +1.3% | 5.18% | -0.5% |
Q1 2015 | $6,970,000 | +4.9% | 25,142 | -0.1% | 5.21% | +4.8% |
Q4 2014 | $6,644,000 | -1.4% | 25,171 | -6.9% | 4.97% | -2.7% |
Q3 2014 | $6,737,000 | -5.3% | 27,024 | -1.0% | 5.11% | -6.0% |
Q2 2014 | $7,113,000 | +3.2% | 27,299 | -0.8% | 5.44% | -1.1% |
Q1 2014 | $6,894,000 | -10.2% | 27,514 | -12.4% | 5.50% | -11.6% |
Q4 2013 | $7,673,000 | +7.9% | 31,419 | +0.0% | 6.22% | -0.6% |
Q3 2013 | $7,108,000 | +11.3% | 31,405 | +3.4% | 6.26% | +7.8% |
Q2 2013 | $6,384,000 | – | 30,386 | – | 5.81% | – |
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% |