SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 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 2024 | $7,319,926 | -5.6% | 13,680 | -1.8% | 2.09% | -24.7% |
| Q1 2024 | $7,750,685 | +9.7% | 13,930 | 0.0% | 2.78% | -0.5% |
| Q4 2023 | $7,067,833 | +11.1% | 13,930 | 0.0% | 2.79% | +0.5% |
| Q3 2023 | $6,361,022 | -4.7% | 13,930 | 0.0% | 2.78% | +4.7% |
| Q2 2023 | $6,671,245 | +4.5% | 13,930 | 0.0% | 2.66% | +2.2% |
| Q1 2023 | $6,385,678 | +3.5% | 13,930 | 0.0% | 2.60% | +2.2% |
| Q4 2022 | $6,168,091 | +10.2% | 13,930 | 0.0% | 2.54% | -0.3% |
| Q3 2022 | $5,595,000 | -2.9% | 13,930 | 0.0% | 2.55% | +3.5% |
| Q2 2022 | $5,760,000 | -15.7% | 13,930 | 0.0% | 2.46% | -1.4% |
| Q1 2022 | $6,832,000 | -5.3% | 13,930 | 0.0% | 2.50% | +4.0% |
| Q4 2021 | $7,211,000 | +7.6% | 13,930 | 0.0% | 2.40% | -2.9% |
| Q3 2021 | $6,699,000 | -2.1% | 13,930 | 0.0% | 2.48% | -10.5% |
| Q2 2021 | $6,840,000 | +3.2% | 13,930 | 0.0% | 2.77% | -4.7% |
| Q1 2021 | $6,631,000 | +0.4% | 13,930 | -11.4% | 2.90% | -7.8% |
| Q4 2020 | $6,605,000 | +23.9% | 15,730 | 0.0% | 3.15% | +6.9% |
| Q3 2020 | $5,330,000 | +4.4% | 15,730 | 0.0% | 2.94% | -15.0% |
| Q2 2020 | $5,104,000 | +35.8% | 15,730 | +10.0% | 3.46% | +12.7% |
| Q1 2020 | $3,759,000 | -24.2% | 14,300 | +8.3% | 3.08% | -5.6% |
| Q4 2019 | $4,959,000 | +6.5% | 13,210 | 0.0% | 3.26% | -0.0% |
| Q3 2019 | $4,656,000 | +0.1% | 13,210 | +0.7% | 3.26% | +2.7% |
| Q2 2019 | $4,652,000 | +2.6% | 13,120 | 0.0% | 3.17% | +10.9% |
| Q1 2019 | $4,532,000 | +18.7% | 13,120 | +4.0% | 2.86% | +2.7% |
| Q4 2018 | $3,817,000 | -17.6% | 12,612 | 0.0% | 2.79% | +5.2% |
| Q3 2018 | $4,634,000 | +3.5% | 12,612 | 0.0% | 2.65% | +3.0% |
| Q2 2018 | $4,478,000 | +3.9% | 12,612 | 0.0% | 2.57% | +20.2% |
| Q1 2018 | $4,310,000 | -1.1% | 12,612 | 0.0% | 2.14% | +1.8% |
| Q4 2017 | $4,356,000 | +5.8% | 12,612 | 0.0% | 2.10% | +3.3% |
| Q3 2017 | $4,116,000 | +5.2% | 12,612 | +2.4% | 2.03% | +1.6% |
| Q2 2017 | $3,913,000 | +1.7% | 12,320 | 0.0% | 2.00% | +3.8% |
| Q1 2017 | $3,849,000 | +3.6% | 12,320 | 0.0% | 1.93% | -2.1% |
| Q4 2016 | $3,717,000 | – | 12,320 | – | 1.97% | – |
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% |