SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 688 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2017. The put-call ratio across all filers is 0.94 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $382,000 | -2.1% | 794 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $390,000 | -2.5% | 794 | -5.6% | 0.03% | -6.7% |
| Q1 2021 | $400,000 | +13.3% | 841 | 0.0% | 0.03% | +7.1% |
| Q4 2020 | $353,000 | +23.9% | 841 | 0.0% | 0.03% | +27.3% |
| Q3 2020 | $285,000 | +4.4% | 841 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $273,000 | +12.8% | 841 | -8.7% | 0.02% | -8.3% |
| Q1 2020 | $242,000 | -44.7% | 921 | -21.0% | 0.02% | -33.3% |
| Q4 2019 | $438,000 | +6.6% | 1,166 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $411,000 | -0.5% | 1,166 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $413,000 | +2.5% | 1,166 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $403,000 | +93.8% | 1,166 | +70.0% | 0.04% | +76.2% |
| Q4 2018 | $208,000 | -17.5% | 686 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $252,000 | +3.3% | 686 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $244,000 | +4.3% | 686 | 0.0% | 0.02% | +4.5% |
| Q1 2018 | $234,000 | -4.5% | 686 | -3.2% | 0.02% | 0.0% |
| Q4 2017 | $245,000 | -30.2% | 709 | -34.1% | 0.02% | -33.3% |
| Q3 2017 | $351,000 | +2.6% | 1,076 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $342,000 | +1.8% | 1,076 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $336,000 | +58.5% | 1,076 | +38.7% | 0.03% | +26.9% |
| Q2 2015 | $212,000 | 0.0% | 776 | -8.9% | 0.03% | -3.7% |
| Q3 2014 | $212,000 | – | 852 | – | 0.03% | – |
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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% |