SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 931 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $36,722 | +9.7% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $33,487 | -32.1% | 66 | -38.9% | 0.00% | 0.0% |
| Q3 2023 | $49,317 | -4.6% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51,722 | +4.5% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $49,508 | -25.5% | 108 | -28.0% | 0.00% | -50.0% |
| Q4 2022 | $66,419 | -11.4% | 150 | -19.4% | 0.00% | 0.0% |
| Q3 2022 | $75,000 | -2.6% | 186 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $77,000 | -15.4% | 186 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $91,000 | -5.2% | 186 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $96,000 | +2.1% | 186 | -5.1% | 0.00% | 0.0% |
| Q3 2021 | $94,000 | -2.1% | 196 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $96,000 | +3.2% | 196 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $93,000 | +43.1% | 196 | +27.3% | 0.00% | +50.0% |
| Q4 2020 | $65,000 | +75.7% | 154 | +42.6% | 0.00% | +100.0% |
| Q3 2020 | $37,000 | +85.0% | 108 | +107.7% | 0.00% | 0.0% |
| Q4 2019 | $20,000 | +11.1% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | +800.0% | 52 | +642.9% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -50.0% | 7 | -36.4% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -90.5% | 11 | -93.4% | 0.00% | -100.0% |
| Q3 2015 | $42,000 | -8.7% | 167 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $46,000 | -45.2% | 167 | -45.1% | 0.00% | -50.0% |
| Q1 2015 | $84,000 | -99.8% | 304 | +121.9% | 0.00% | +100.0% |
| Q4 2014 | $36,164,000 | +5.9% | 137 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $34,157,000 | -4.3% | 137 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $35,697,000 | – | 137 | – | 0.00% | – |
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% |