SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 516 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2014. The put-call ratio across all filers is 1.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $639,000 | +3.9% | 1,800 | 0.0% | 0.15% | +1.4% |
| Q1 2018 | $615,000 | -1.1% | 1,800 | 0.0% | 0.15% | +0.7% |
| Q4 2017 | $622,000 | +6.0% | 1,800 | 0.0% | 0.15% | -0.7% |
| Q3 2017 | $587,000 | +2.3% | 1,800 | -0.4% | 0.15% | -2.6% |
| Q2 2017 | $574,000 | +1.6% | 1,807 | 0.0% | 0.15% | +1.3% |
| Q1 2017 | $565,000 | +3.7% | 1,807 | +0.1% | 0.15% | -2.0% |
| Q4 2016 | $545,000 | +6.7% | 1,805 | -0.3% | 0.15% | +6.2% |
| Q3 2016 | $511,000 | +4.1% | 1,811 | +0.3% | 0.14% | +0.7% |
| Q2 2016 | $491,000 | +3.6% | 1,805 | 0.0% | 0.14% | -2.1% |
| Q1 2016 | $474,000 | +3.7% | 1,805 | +0.3% | 0.15% | +5.8% |
| Q4 2015 | $457,000 | -7.1% | 1,800 | 0.0% | 0.14% | +3.0% |
| Q2 2015 | $492,000 | -1.4% | 1,800 | 0.0% | 0.13% | -2.9% |
| Q1 2015 | $499,000 | +5.1% | 1,800 | 0.0% | 0.14% | +11.3% |
| Q4 2014 | $475,000 | +5.8% | 1,800 | 0.0% | 0.12% | +1.6% |
| Q3 2014 | $449,000 | -4.3% | 1,800 | 0.0% | 0.12% | -3.2% |
| Q2 2014 | $469,000 | +4.0% | 1,800 | 0.0% | 0.13% | 0.0% |
| Q1 2014 | $451,000 | +2.5% | 1,800 | 0.0% | 0.13% | +4.1% |
| Q4 2013 | $440,000 | – | 1,800 | – | 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% |