SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 698 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2017. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,838 | -4.7% | 834 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $399,411 | +4.5% | 834 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $382,314 | -60.9% | 834 | -62.2% | 0.03% | -62.5% |
| Q4 2022 | $976,750 | +1.3% | 2,206 | -8.1% | 0.08% | -2.4% |
| Q3 2022 | $964,000 | -2.9% | 2,400 | 0.0% | 0.08% | +1.2% |
| Q2 2022 | $993,000 | -15.6% | 2,400 | 0.0% | 0.08% | -3.6% |
| Q1 2022 | $1,177,000 | -5.3% | 2,400 | 0.0% | 0.08% | -3.4% |
| Q4 2021 | $1,243,000 | +5.4% | 2,400 | -2.1% | 0.09% | 0.0% |
| Q3 2021 | $1,179,000 | -2.1% | 2,452 | 0.0% | 0.09% | -3.3% |
| Q2 2021 | $1,204,000 | +3.2% | 2,452 | 0.0% | 0.09% | -5.3% |
| Q1 2021 | $1,167,000 | +12.2% | 2,452 | -1.0% | 0.10% | +6.7% |
| Q4 2020 | $1,040,000 | +56.6% | 2,477 | +26.5% | 0.09% | -31.0% |
| Q3 2020 | $664,000 | -17.7% | 1,958 | -21.3% | 0.13% | +50.0% |
| Q2 2020 | $807,000 | +22.8% | 2,487 | -0.5% | 0.09% | +2.4% |
| Q1 2020 | $657,000 | -30.0% | 2,499 | 0.0% | 0.08% | -14.3% |
| Q4 2019 | $938,000 | +6.5% | 2,499 | 0.0% | 0.10% | -2.0% |
| Q3 2019 | $881,000 | -0.6% | 2,499 | 0.0% | 0.10% | -3.8% |
| Q2 2019 | $886,000 | +2.7% | 2,499 | 0.0% | 0.10% | -1.9% |
| Q1 2019 | $863,000 | +14.2% | 2,499 | 0.0% | 0.11% | +1.0% |
| Q4 2018 | $756,000 | -19.3% | 2,499 | -2.0% | 0.10% | -9.5% |
| Q3 2018 | $937,000 | +2.5% | 2,549 | -1.0% | 0.12% | -4.1% |
| Q2 2018 | $914,000 | +5.9% | 2,574 | +2.0% | 0.12% | +3.4% |
| Q1 2018 | $863,000 | -3.4% | 2,524 | -2.3% | 0.12% | -4.1% |
| Q4 2017 | $893,000 | +16.7% | 2,584 | +10.3% | 0.12% | +11.9% |
| Q3 2017 | $765,000 | +2.8% | 2,343 | 0.0% | 0.11% | -4.4% |
| Q2 2017 | $744,000 | +11.4% | 2,343 | +9.6% | 0.11% | +7.5% |
| Q1 2017 | $668,000 | +7.4% | 2,137 | +3.6% | 0.11% | +6.0% |
| Q4 2016 | $622,000 | -10.2% | 2,062 | -16.0% | 0.10% | -13.0% |
| Q3 2016 | $693,000 | +3.7% | 2,455 | 0.0% | 0.12% | +0.9% |
| Q2 2016 | $668,000 | +3.6% | 2,455 | 0.0% | 0.11% | 0.0% |
| Q1 2016 | $645,000 | +29.8% | 2,455 | +25.6% | 0.11% | +25.3% |
| Q4 2015 | $497,000 | +2.1% | 1,955 | 0.0% | 0.09% | -3.2% |
| Q3 2015 | $487,000 | -8.8% | 1,955 | 0.0% | 0.09% | -5.1% |
| Q2 2015 | $534,000 | 0.0% | 1,955 | +1.6% | 0.10% | -1.0% |
| Q1 2015 | $534,000 | +5.1% | 1,925 | 0.0% | 0.10% | +4.2% |
| Q4 2014 | $508,000 | +5.8% | 1,925 | 0.0% | 0.10% | +3.2% |
| Q3 2014 | $480,000 | -5.5% | 1,925 | -1.3% | 0.09% | -6.1% |
| Q2 2014 | $508,000 | +2.8% | 1,950 | -1.0% | 0.10% | -1.0% |
| Q1 2014 | $494,000 | 0.0% | 1,970 | -2.7% | 0.10% | -5.7% |
| Q4 2013 | $494,000 | +4.2% | 2,024 | -3.3% | 0.11% | -2.8% |
| Q3 2013 | $474,000 | +7.7% | 2,093 | 0.0% | 0.11% | -5.2% |
| Q2 2013 | $440,000 | – | 2,093 | – | 0.12% | – |
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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% |