SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 841 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2018. The put-call ratio across all filers is 0.77 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $361,000 | +2.6% | 1,019 | +0.1% | 0.04% | -2.6% |
| Q1 2019 | $352,000 | +14.3% | 1,018 | +0.2% | 0.04% | 0.0% |
| Q4 2018 | $308,000 | -17.4% | 1,016 | +0.1% | 0.04% | -5.0% |
| Q3 2018 | $373,000 | +15.1% | 1,015 | +11.2% | 0.04% | +8.1% |
| Q2 2018 | $324,000 | -12.0% | 913 | -15.2% | 0.04% | -14.0% |
| Q1 2018 | $368,000 | -37.5% | 1,077 | -36.9% | 0.04% | -36.8% |
| Q4 2017 | $589,000 | +5.9% | 1,706 | +0.1% | 0.07% | 0.0% |
| Q3 2017 | $556,000 | +13.7% | 1,704 | +10.6% | 0.07% | +9.7% |
| Q2 2017 | $489,000 | +1.7% | 1,541 | +0.1% | 0.06% | -1.6% |
| Q1 2017 | $481,000 | +3.7% | 1,540 | +0.1% | 0.06% | 0.0% |
| Q4 2016 | $464,000 | +49.2% | 1,538 | +39.8% | 0.06% | +46.5% |
| Q3 2016 | $311,000 | -25.6% | 1,100 | -28.3% | 0.04% | -27.1% |
| Q2 2016 | $418,000 | +3.7% | 1,535 | +0.1% | 0.06% | +1.7% |
| Q1 2016 | $403,000 | +3.6% | 1,533 | +0.1% | 0.06% | -4.9% |
| Q4 2015 | $389,000 | +2.1% | 1,532 | +0.1% | 0.06% | -4.7% |
| Q3 2015 | $381,000 | +31.4% | 1,530 | +44.3% | 0.06% | +39.1% |
| Q2 2015 | $290,000 | -1.4% | 1,060 | 0.0% | 0.05% | +2.2% |
| Q1 2015 | $294,000 | – | 1,060 | – | 0.04% | – |
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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% |