SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 553 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2014. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $566,000 | +5.4% | 1,876 | -1.3% | 0.00% | 0.0% |
| Q3 2016 | $537,000 | +3.5% | 1,901 | -0.4% | 0.00% | 0.0% |
| Q2 2016 | $519,000 | +2.6% | 1,908 | -0.9% | 0.00% | 0.0% |
| Q1 2016 | $506,000 | -16.6% | 1,926 | -19.4% | 0.00% | 0.0% |
| Q4 2015 | $607,000 | +1.8% | 2,391 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $596,000 | -4.8% | 2,394 | +4.4% | 0.00% | 0.0% |
| Q2 2015 | $626,000 | +42.3% | 2,293 | +44.5% | 0.00% | 0.0% |
| Q1 2015 | $440,000 | +3.3% | 1,587 | -1.6% | 0.00% | 0.0% |
| Q4 2014 | $426,000 | +6.8% | 1,612 | +0.8% | 0.00% | 0.0% |
| Q3 2014 | $399,000 | -14.9% | 1,600 | -11.2% | 0.00% | 0.0% |
| Q2 2014 | $469,000 | +77.7% | 1,801 | +70.9% | 0.00% | – |
| Q1 2014 | $264,000 | -2.9% | 1,054 | -5.4% | 0.00% | – |
| Q4 2013 | $272,000 | +60.9% | 1,114 | +49.1% | 0.00% | – |
| Q3 2013 | $169,000 | +8.3% | 747 | +0.8% | 0.00% | – |
| Q2 2013 | $156,000 | – | 741 | – | 0.00% | – |
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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% |