SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 509 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2014. The put-call ratio across all filers is 1.06 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $219,624 | +7.1% | 496 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $205,000 | -17.3% | 496 | -1.8% | 0.00% | 0.0% |
| Q1 2022 | $248,000 | -5.0% | 505 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $261,000 | +18.6% | 505 | +12.5% | 0.00% | +33.3% |
| Q3 2021 | $220,000 | 0.0% | 449 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $220,000 | +2.8% | 449 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $214,000 | +511.4% | 449 | +353.5% | 0.00% | +200.0% |
| Q2 2019 | $35,000 | -56.2% | 99 | -62.6% | 0.00% | -66.7% |
| Q4 2016 | $80,000 | -70.4% | 265 | -72.3% | 0.00% | -72.7% |
| Q3 2016 | $270,000 | -26.8% | 958 | -29.4% | 0.01% | -31.2% |
| Q2 2016 | $369,000 | -14.6% | 1,357 | -17.6% | 0.02% | -15.8% |
| Q1 2016 | $432,000 | -7.9% | 1,646 | -10.8% | 0.02% | -5.0% |
| Q4 2015 | $469,000 | -73.9% | 1,846 | -74.5% | 0.02% | -74.4% |
| Q3 2015 | $1,800,000 | -56.8% | 7,232 | -52.5% | 0.08% | -51.6% |
| Q2 2015 | $4,162,000 | -20.4% | 15,236 | -19.2% | 0.16% | -18.3% |
| Q1 2015 | $5,231,000 | -7.1% | 18,868 | -11.6% | 0.20% | -7.9% |
| Q4 2014 | $5,633,000 | -9.3% | 21,340 | -14.4% | 0.21% | -9.3% |
| Q3 2014 | $6,213,000 | -43.3% | 24,921 | -40.7% | 0.24% | -42.0% |
| Q2 2014 | $10,958,000 | -17.6% | 42,057 | -20.7% | 0.41% | -20.7% |
| Q1 2014 | $13,293,000 | -2.3% | 53,051 | -4.8% | 0.51% | -2.3% |
| Q4 2013 | $13,608,000 | +7.7% | 55,727 | -0.2% | 0.52% | +3.1% |
| Q3 2013 | $12,633,000 | +15.7% | 55,816 | +7.4% | 0.51% | +10.9% |
| Q2 2013 | $10,920,000 | – | 51,976 | – | 0.46% | – |
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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% |