SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 700 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2017. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $221 | -79.0% | 397 | -80.9% | 0.06% | -80.9% |
| Q4 2023 | $1,053 | +0.4% | 2,076 | -9.7% | 0.34% | -7.9% |
| Q3 2023 | $1,049 | +6.9% | 2,298 | +12.2% | 0.37% | +9.2% |
| Q2 2023 | $981 | +10.6% | 2,049 | +5.9% | 0.34% | +6.0% |
| Q1 2023 | $887 | +15.0% | 1,934 | +11.1% | 0.32% | +8.9% |
| Q4 2022 | $771 | -99.9% | 1,741 | +27.8% | 0.29% | +29.1% |
| Q3 2022 | $547,000 | +36.8% | 1,362 | +40.7% | 0.23% | +43.7% |
| Q2 2022 | $400,000 | -10.7% | 968 | +6.0% | 0.16% | +3.9% |
| Q1 2022 | $448,000 | +80.6% | 913 | +38.3% | 0.15% | +49.0% |
| Q4 2019 | $248,000 | +6.4% | 660 | 0.0% | 0.10% | -3.8% |
| Q3 2019 | $233,000 | -0.4% | 660 | 0.0% | 0.11% | -4.5% |
| Q2 2019 | $234,000 | +2.6% | 660 | 0.0% | 0.11% | -2.6% |
| Q1 2019 | $228,000 | -6.2% | 660 | 0.0% | 0.11% | -1.7% |
| Q3 2018 | $243,000 | -0.4% | 660 | -3.8% | 0.12% | -7.9% |
| Q2 2018 | $244,000 | +2.1% | 686 | -1.9% | 0.13% | +7.7% |
| Q1 2018 | $239,000 | +3.0% | 699 | +3.9% | 0.12% | +1.7% |
| Q4 2017 | $232,000 | +1.3% | 673 | -4.1% | 0.12% | -5.7% |
| Q3 2017 | $229,000 | +7.0% | 702 | +4.3% | 0.12% | +7.0% |
| Q2 2017 | $214,000 | – | 673 | – | 0.11% | – |
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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% |