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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $222,693 | +7.5% | 465 | +2.9% | 0.01% | 0.0% |
| Q1 2023 | $207,201 | +3.6% | 452 | -17.1% | 0.01% | -18.8% |
| Q3 2018 | $200,000 | -9.1% | 545 | -22.7% | 0.02% | -23.8% |
| Q1 2017 | $220,000 | +3.3% | 705 | 0.0% | 0.02% | +5.0% |
| Q4 2016 | $213,000 | +3.4% | 705 | -16.6% | 0.02% | -13.0% |
| Q4 2013 | $206,000 | -22.6% | 845 | -28.1% | 0.02% | -28.1% |
| Q3 2013 | $266,000 | +7.7% | 1,175 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $247,000 | – | 1,175 | – | 0.03% | – |
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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% |