SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 694 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $529 | +9.1% | 1,042 | -1.9% | 0.04% | 0.0% |
| Q3 2023 | $485 | -4.5% | 1,062 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $508 | +4.3% | 1,062 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $487 | -6.9% | 1,062 | -10.1% | 0.04% | -14.0% |
| Q4 2022 | $523 | -99.9% | 1,181 | 0.0% | 0.05% | +6.4% |
| Q3 2022 | $474,000 | -8.5% | 1,181 | -5.7% | 0.05% | -4.1% |
| Q2 2022 | $518,000 | -22.2% | 1,253 | -7.7% | 0.05% | -9.3% |
| Q1 2022 | $666,000 | -0.3% | 1,358 | +5.3% | 0.05% | +8.0% |
| Q4 2021 | $668,000 | +13.0% | 1,290 | +4.9% | 0.05% | +2.0% |
| Q3 2021 | $591,000 | -2.2% | 1,230 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $604,000 | +3.6% | 1,230 | +0.4% | 0.05% | -5.6% |
| Q1 2021 | $583,000 | -5.4% | 1,225 | -16.5% | 0.05% | -11.5% |
| Q4 2020 | $616,000 | +12.0% | 1,467 | -9.6% | 0.06% | 0.0% |
| Q3 2020 | $550,000 | +3.6% | 1,622 | -0.9% | 0.06% | -4.7% |
| Q2 2020 | $531,000 | +19.3% | 1,637 | -3.3% | 0.06% | +3.2% |
| Q1 2020 | $445,000 | -31.5% | 1,692 | -2.3% | 0.06% | -12.7% |
| Q4 2019 | $650,000 | +5.7% | 1,731 | -0.8% | 0.07% | -4.1% |
| Q3 2019 | $615,000 | -1.3% | 1,745 | -0.7% | 0.07% | -3.9% |
| Q2 2019 | $623,000 | +1.8% | 1,757 | -0.8% | 0.08% | -4.9% |
| Q1 2019 | $612,000 | +17.2% | 1,771 | +2.6% | 0.08% | +3.8% |
| Q4 2018 | $522,000 | -7.0% | 1,726 | +13.1% | 0.08% | +4.0% |
| Q3 2018 | $561,000 | +3.5% | 1,526 | +0.1% | 0.08% | -3.8% |
| Q2 2018 | $542,000 | +4.0% | 1,525 | 0.0% | 0.08% | -1.3% |
| Q1 2018 | $521,000 | -5.1% | 1,525 | -4.1% | 0.08% | -7.1% |
| Q4 2017 | $549,000 | +3.0% | 1,590 | -2.7% | 0.08% | -5.6% |
| Q3 2017 | $533,000 | +2.7% | 1,634 | 0.0% | 0.09% | +3.4% |
| Q2 2017 | $519,000 | +3.4% | 1,634 | +1.7% | 0.09% | -5.4% |
| Q1 2017 | $502,000 | – | 1,606 | – | 0.09% | – |
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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% |