SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 611 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $788,617 | -4.7% | 1,727 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $827,077 | +4.5% | 1,727 | 0.0% | 0.02% | -7.7% |
| Q1 2023 | $791,674 | -7.1% | 1,727 | -10.2% | 0.03% | -13.3% |
| Q4 2022 | $851,928 | +10.2% | 1,924 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $773,000 | -2.8% | 1,924 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $795,000 | +190.1% | 1,924 | +244.8% | 0.03% | +166.7% |
| Q1 2022 | $274,000 | -5.2% | 558 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $289,000 | +7.8% | 558 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $268,000 | -8.8% | 558 | -6.7% | 0.01% | -14.3% |
| Q2 2021 | $294,000 | +3.2% | 598 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $285,000 | +13.5% | 598 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $251,000 | +23.6% | 598 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $203,000 | -13.2% | 598 | -4.0% | 0.01% | -29.4% |
| Q4 2019 | $234,000 | +12.5% | 623 | +5.4% | 0.02% | 0.0% |
| Q3 2019 | $208,000 | +2.5% | 591 | +3.1% | 0.02% | +6.2% |
| Q2 2019 | $203,000 | -25.6% | 573 | -27.4% | 0.02% | -30.4% |
| Q1 2019 | $273,000 | +17.2% | 789 | +2.3% | 0.02% | -4.2% |
| Q4 2018 | $233,000 | -15.0% | 771 | 0.0% | 0.02% | -11.1% |
| Q2 2018 | $274,000 | +4.2% | 771 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $263,000 | -1.1% | 771 | 0.0% | 0.03% | -3.7% |
| Q4 2017 | $266,000 | +5.6% | 771 | 0.0% | 0.03% | -3.6% |
| Q3 2017 | $252,000 | +2.9% | 771 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $245,000 | +1.7% | 771 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $241,000 | -2.8% | 771 | -6.1% | 0.03% | -9.4% |
| Q4 2016 | $248,000 | +6.9% | 821 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $232,000 | – | 821 | – | 0.03% | – |
Download | ||||||
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% |