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 | $105,027 | -4.7% | 230 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $110,149 | +4.5% | 230 | 0.0% | 0.03% | +9.7% |
| Q1 2023 | $105,434 | +3.5% | 230 | 0.0% | 0.03% | -3.1% |
| Q4 2022 | $101,842 | +10.7% | 230 | 0.0% | 0.03% | +6.7% |
| Q3 2022 | $92,000 | -3.2% | 230 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $95,000 | -15.9% | 230 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $113,000 | -5.0% | 230 | 0.0% | 0.03% | +3.4% |
| Q4 2021 | $119,000 | +7.2% | 230 | 0.0% | 0.03% | -6.5% |
| Q3 2021 | $111,000 | +9.9% | 230 | +12.2% | 0.03% | +3.3% |
| Q2 2021 | $101,000 | +3.1% | 205 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $98,000 | +14.0% | 205 | 0.0% | 0.03% | +10.7% |
| Q4 2020 | $86,000 | +24.6% | 205 | 0.0% | 0.03% | +12.0% |
| Q3 2020 | $69,000 | -5.5% | 205 | -8.9% | 0.02% | -10.7% |
| Q2 2020 | $73,000 | +10.6% | 225 | -10.0% | 0.03% | -3.4% |
| Q1 2020 | $66,000 | -35.9% | 250 | -9.1% | 0.03% | -23.7% |
| Q4 2019 | $103,000 | +6.2% | 275 | 0.0% | 0.04% | +2.7% |
| Q3 2019 | $97,000 | -4.9% | 275 | -4.8% | 0.04% | -5.1% |
| Q2 2019 | $102,000 | +2.0% | 289 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $100,000 | +13.6% | 289 | -0.3% | 0.04% | 0.0% |
| Q4 2018 | $88,000 | -17.8% | 290 | 0.0% | 0.04% | -2.4% |
| Q3 2018 | $107,000 | -22.5% | 290 | -25.6% | 0.04% | -26.8% |
| Q2 2018 | $138,000 | +8.7% | 390 | +4.6% | 0.06% | +5.7% |
| Q1 2018 | $127,000 | -2.3% | 373 | -0.5% | 0.05% | +1.9% |
| Q4 2017 | $130,000 | +6.6% | 375 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $122,000 | +2.5% | 375 | 0.0% | 0.05% | +4.1% |
| Q2 2017 | $119,000 | +7.2% | 375 | +5.6% | 0.05% | +2.1% |
| Q1 2017 | $111,000 | +13.3% | 355 | +9.2% | 0.05% | +6.7% |
| Q4 2016 | $98,000 | +6.5% | 325 | 0.0% | 0.04% | +4.7% |
| Q3 2016 | $92,000 | +4.5% | 325 | 0.0% | 0.04% | +4.9% |
| Q2 2016 | $88,000 | +3.5% | 325 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $85,000 | +2.4% | 325 | 0.0% | 0.04% | +2.5% |
| Q4 2015 | $83,000 | +2.5% | 325 | 0.0% | 0.04% | -2.4% |
| Q3 2015 | $81,000 | -9.0% | 325 | 0.0% | 0.04% | +2.5% |
| Q2 2015 | $89,000 | -1.1% | 325 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $90,000 | +4.7% | 325 | 0.0% | 0.04% | +5.3% |
| Q4 2014 | $86,000 | +6.2% | 325 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $81,000 | -4.7% | 325 | 0.0% | 0.04% | -5.0% |
| Q2 2014 | $85,000 | – | 325 | – | 0.04% | – |
Download | ||||||
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% |