SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 502 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2013. The put-call ratio across all filers is 1.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,496 | -4.7% | 150 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $71,837 | +4.5% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $68,762 | +3.5% | 150 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $66,419 | -82.3% | 150 | -83.2% | 0.01% | -79.5% |
| Q4 2020 | $376,000 | -35.4% | 895 | -52.0% | 0.04% | -54.1% |
| Q1 2017 | $582,000 | +3.6% | 1,863 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $562,000 | -64.1% | 1,863 | -66.4% | 0.08% | -62.6% |
| Q3 2016 | $1,567,000 | +3.7% | 5,550 | 0.0% | 0.23% | -2.6% |
| Q2 2016 | $1,511,000 | +3.6% | 5,550 | 0.0% | 0.23% | -5.7% |
| Q1 2016 | $1,458,000 | +3.4% | 5,550 | 0.0% | 0.25% | -1.2% |
| Q4 2015 | $1,410,000 | +2.1% | 5,550 | 0.0% | 0.25% | +4.6% |
| Q3 2015 | $1,381,000 | -8.9% | 5,550 | 0.0% | 0.24% | +9.6% |
| Q2 2015 | $1,516,000 | -1.5% | 5,550 | 0.0% | 0.22% | +6.9% |
| Q1 2015 | $1,539,000 | +5.1% | 5,550 | 0.0% | 0.20% | +5.7% |
| Q4 2014 | $1,465,000 | +5.9% | 5,550 | 0.0% | 0.19% | +2.1% |
| Q3 2014 | $1,384,000 | -4.3% | 5,550 | 0.0% | 0.19% | -2.6% |
| Q2 2014 | $1,446,000 | +4.0% | 5,550 | 0.0% | 0.19% | -5.8% |
| Q1 2014 | $1,391,000 | +2.7% | 5,550 | 0.0% | 0.21% | -6.8% |
| Q4 2013 | $1,355,000 | – | 5,550 | – | 0.22% | – |
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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% |