SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 507 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2014. The put-call ratio across all filers is 1.46 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $224,052 | +8.8% | 506 | 0.0% | 0.24% | +6.6% |
| Q3 2022 | $206,000 | -50.4% | 506 | -40.2% | 0.23% | -29.8% |
| Q1 2022 | $415,000 | -8.4% | 846 | -3.4% | 0.32% | -3.6% |
| Q4 2021 | $453,000 | -72.7% | 876 | -74.6% | 0.33% | -75.1% |
| Q3 2021 | $1,661,000 | +5.3% | 3,455 | +8.4% | 1.34% | +3.5% |
| Q2 2021 | $1,578,000 | +1.3% | 3,188 | -2.6% | 1.30% | -5.7% |
| Q1 2021 | $1,558,000 | +38.5% | 3,272 | +22.1% | 1.38% | +31.3% |
| Q4 2020 | $1,125,000 | +25.7% | 2,679 | +1.4% | 1.05% | +12.6% |
| Q3 2020 | $895,000 | -2.1% | 2,643 | -6.2% | 0.93% | -13.4% |
| Q2 2020 | $914,000 | +15.1% | 2,817 | -6.8% | 1.07% | +38.6% |
| Q1 2020 | $794,000 | -28.3% | 3,022 | +2.5% | 0.78% | -7.8% |
| Q4 2019 | $1,107,000 | -24.8% | 2,949 | -30.7% | 0.84% | -14.4% |
| Q3 2019 | $1,473,000 | +1.6% | 4,258 | +4.2% | 0.98% | -1.9% |
| Q2 2019 | $1,450,000 | +1.0% | 4,088 | -1.7% | 1.00% | -0.8% |
| Q1 2019 | $1,436,000 | -26.4% | 4,158 | -35.5% | 1.01% | -31.9% |
| Q4 2018 | $1,950,000 | -15.3% | 6,442 | +2.9% | 1.48% | -0.6% |
| Q3 2018 | $2,301,000 | -1.8% | 6,262 | -5.1% | 1.49% | -7.2% |
| Q2 2018 | $2,342,000 | +10.2% | 6,597 | +6.0% | 1.61% | +12.8% |
| Q1 2018 | $2,126,000 | -0.3% | 6,222 | +0.7% | 1.43% | +0.6% |
| Q4 2017 | $2,133,000 | +12.9% | 6,176 | +6.6% | 1.42% | +8.7% |
| Q3 2017 | $1,890,000 | +5.1% | 5,791 | +2.3% | 1.30% | -0.5% |
| Q2 2017 | $1,798,000 | +17.1% | 5,661 | +15.2% | 1.31% | +12.1% |
| Q1 2017 | $1,536,000 | +3.9% | 4,916 | +0.3% | 1.17% | -0.2% |
| Q4 2016 | $1,479,000 | +25.1% | 4,901 | +17.0% | 1.17% | +25.0% |
| Q3 2016 | $1,182,000 | +11.5% | 4,189 | +9.3% | 0.94% | +10.0% |
| Q2 2016 | $1,060,000 | +3.6% | 3,832 | -1.6% | 0.85% | -4.5% |
| Q1 2016 | $1,023,000 | +7.3% | 3,893 | +2.4% | 0.89% | +1.0% |
| Q4 2015 | $953,000 | +101.5% | 3,800 | +100.0% | 0.88% | +97.5% |
| Q3 2015 | $473,000 | -8.9% | 1,900 | 0.0% | 0.45% | +2.1% |
| Q2 2015 | $519,000 | -1.5% | 1,900 | 0.0% | 0.44% | -3.1% |
| Q1 2015 | $527,000 | -49.0% | 1,900 | -51.5% | 0.45% | -50.2% |
| Q4 2014 | $1,033,000 | +5.8% | 3,915 | 0.0% | 0.91% | +4.0% |
| Q3 2014 | $976,000 | -4.3% | 3,915 | 0.0% | 0.87% | +8.7% |
| Q2 2014 | $1,020,000 | -0.4% | 3,915 | -4.2% | 0.80% | -10.3% |
| Q1 2014 | $1,024,000 | +2.6% | 4,085 | 0.0% | 0.90% | -5.7% |
| Q4 2013 | $998,000 | – | 4,085 | – | 0.95% | – |
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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% |