SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,370,682 | -55.1% | 16,141 | -52.9% | 0.02% | -5.6% |
| Q2 2023 | $16,410,330 | +185.1% | 34,266 | +2.9% | 0.02% | +200.0% |
| Q1 2023 | $5,756,550 | +21.2% | 33,298 | +77.8% | 0.01% | -62.5% |
| Q4 2022 | $4,750,695 | -36.0% | 18,724 | +1.2% | 0.02% | -20.0% |
| Q3 2022 | $7,426,000 | -5.0% | 18,493 | -2.2% | 0.02% | 0.0% |
| Q2 2022 | $7,814,000 | -16.6% | 18,900 | -1.1% | 0.02% | 0.0% |
| Q1 2022 | $9,371,000 | -2.0% | 19,105 | +3.4% | 0.02% | 0.0% |
| Q4 2021 | $9,566,000 | +6.2% | 18,479 | -1.3% | 0.02% | -4.8% |
| Q3 2021 | $9,007,000 | +0.9% | 18,731 | +3.0% | 0.02% | 0.0% |
| Q2 2021 | $8,926,000 | +134.4% | 18,178 | +127.3% | 0.02% | +110.0% |
| Q1 2021 | $3,808,000 | +13.2% | 7,999 | -0.2% | 0.01% | +11.1% |
| Q4 2020 | $3,365,000 | +23.5% | 8,013 | -0.4% | 0.01% | +12.5% |
| Q3 2020 | $2,725,000 | +6.2% | 8,043 | -17.6% | 0.01% | -27.3% |
| Q1 2020 | $2,566,000 | -36.3% | 9,762 | -9.1% | 0.01% | -15.4% |
| Q4 2019 | $4,030,000 | +0.3% | 10,736 | -5.8% | 0.01% | -7.1% |
| Q3 2019 | $4,017,000 | -1.0% | 11,396 | -0.4% | 0.01% | 0.0% |
| Q2 2019 | $4,057,000 | -0.9% | 11,441 | -3.5% | 0.01% | -12.5% |
| Q1 2019 | $4,093,000 | +16.6% | 11,851 | +2.2% | 0.02% | 0.0% |
| Q4 2018 | $3,511,000 | -18.1% | 11,601 | -0.5% | 0.02% | 0.0% |
| Q3 2018 | $4,286,000 | +4.4% | 11,665 | +0.9% | 0.02% | -5.9% |
| Q2 2018 | $4,106,000 | +12.6% | 11,565 | +8.3% | 0.02% | +6.2% |
| Q1 2018 | $3,648,000 | -3.6% | 10,676 | -2.6% | 0.02% | 0.0% |
| Q4 2017 | $3,786,000 | +4.5% | 10,961 | -1.3% | 0.02% | -5.9% |
| Q3 2017 | $3,622,000 | -10.3% | 11,100 | -12.7% | 0.02% | -32.0% |
| Q2 2017 | $4,038,000 | -4.9% | 12,711 | -6.4% | 0.02% | -7.4% |
| Q1 2017 | $4,244,000 | – | 13,586 | – | 0.03% | – |
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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% |