SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 806 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2018. The put-call ratio across all filers is 1.16 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,640 | +97.7% | 1,000 | +81.8% | 0.01% | +57.1% |
| Q4 2020 | $231,000 | -13.8% | 550 | -22.9% | 0.01% | -22.2% |
| Q4 2019 | $268,000 | -3.2% | 713 | -8.7% | 0.01% | -18.2% |
| Q2 2019 | $277,000 | -19.0% | 781 | -21.2% | 0.01% | -26.7% |
| Q1 2019 | $342,000 | +13.2% | 991 | -0.8% | 0.02% | 0.0% |
| Q4 2018 | $302,000 | -47.8% | 999 | -36.5% | 0.02% | -42.3% |
| Q3 2018 | $578,000 | -14.7% | 1,574 | -17.6% | 0.03% | -13.3% |
| Q2 2018 | $678,000 | +38.9% | 1,910 | +33.8% | 0.03% | +25.0% |
| Q1 2018 | $488,000 | – | 1,428 | – | 0.02% | – |
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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% |