SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 841 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2018. The put-call ratio across all filers is 0.77 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,797 | -4.7% | 858 | 0.0% | 0.20% | +6.6% |
| Q2 2023 | $410,905 | -18.9% | 858 | -22.4% | 0.18% | -20.4% |
| Q1 2023 | $506,543 | -73.7% | 1,105 | -74.6% | 0.23% | -73.8% |
| Q4 2022 | $1,929,236 | +789.0% | 4,357 | +706.9% | 0.88% | +560.2% |
| Q3 2022 | $217,000 | -45.1% | 540 | -43.5% | 0.13% | -40.1% |
| Q2 2022 | $395,000 | +78.7% | 955 | +58.9% | 0.22% | +22.0% |
| Q3 2018 | $221,000 | +3.8% | 601 | 0.0% | 0.18% | +1.1% |
| Q2 2018 | $213,000 | +3.9% | 601 | 0.0% | 0.18% | -6.2% |
| Q1 2018 | $205,000 | -1.4% | 601 | 0.0% | 0.19% | +1.1% |
| Q4 2017 | $208,000 | – | 601 | – | 0.19% | – |
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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% |