SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 819 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $216,000 | 0.0% | 574 | -6.4% | 0.03% | -6.5% |
| Q3 2019 | $216,000 | -0.9% | 613 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $218,000 | +2.8% | 613 | 0.0% | 0.03% | +3.3% |
| Q1 2019 | $212,000 | +5.0% | 613 | +4.1% | 0.03% | +7.1% |
| Q1 2018 | $202,000 | -30.3% | 589 | -29.8% | 0.03% | -24.3% |
| Q4 2017 | $290,000 | -7.9% | 839 | -13.0% | 0.04% | -9.8% |
| Q3 2017 | $315,000 | -35.5% | 964 | -44.2% | 0.04% | -44.6% |
| Q3 2016 | $488,000 | -10.0% | 1,729 | -13.1% | 0.07% | -11.9% |
| Q2 2016 | $542,000 | +2.5% | 1,989 | -1.2% | 0.08% | -9.7% |
| Q1 2016 | $529,000 | -7.5% | 2,014 | -10.6% | 0.09% | -7.0% |
| Q4 2015 | $572,000 | +5.1% | 2,252 | +2.9% | 0.10% | +1.0% |
| Q3 2015 | $544,000 | -8.9% | 2,188 | 0.0% | 0.10% | 0.0% |
| Q2 2015 | $597,000 | -2.5% | 2,188 | -1.0% | 0.10% | -8.3% |
| Q1 2015 | $612,000 | +5.9% | 2,209 | +1.0% | 0.11% | +6.9% |
| Q4 2014 | $578,000 | +5.9% | 2,188 | 0.0% | 0.10% | -7.3% |
| Q3 2014 | $546,000 | +1.9% | 2,188 | +6.3% | 0.11% | +7.9% |
| Q2 2014 | $536,000 | -3.2% | 2,059 | -6.8% | 0.10% | -12.2% |
| Q1 2014 | $554,000 | +2.4% | 2,209 | -0.2% | 0.12% | -4.2% |
| Q4 2013 | $541,000 | -16.3% | 2,214 | -22.4% | 0.12% | -24.1% |
| Q3 2013 | $646,000 | -21.7% | 2,854 | -27.3% | 0.16% | +222.4% |
| Q2 2013 | $825,000 | – | 3,928 | – | 0.05% | – |
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% |