SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 860 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $569,000 | +7.6% | 1,515 | +1.0% | 0.10% | -6.4% |
| Q3 2019 | $529,000 | -0.6% | 1,500 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $532,000 | +2.7% | 1,500 | 0.0% | 0.11% | +0.9% |
| Q1 2019 | $518,000 | +14.1% | 1,500 | 0.0% | 0.11% | -9.1% |
| Q4 2018 | $454,000 | -17.6% | 1,500 | 0.0% | 0.12% | +10.0% |
| Q3 2018 | $551,000 | +3.4% | 1,500 | 0.0% | 0.11% | -5.2% |
| Q2 2018 | $533,000 | +3.9% | 1,500 | 0.0% | 0.12% | +0.9% |
| Q1 2018 | $513,000 | -1.0% | 1,500 | 0.0% | 0.12% | -5.7% |
| Q4 2017 | $518,000 | +5.9% | 1,500 | 0.0% | 0.12% | -8.3% |
| Q3 2017 | $489,000 | +2.7% | 1,500 | 0.0% | 0.13% | +4.7% |
| Q2 2017 | $476,000 | +1.5% | 1,500 | 0.0% | 0.13% | 0.0% |
| Q1 2017 | $469,000 | +3.5% | 1,500 | 0.0% | 0.13% | -0.8% |
| Q4 2016 | $453,000 | +7.1% | 1,500 | 0.0% | 0.13% | +0.8% |
| Q3 2016 | $423,000 | +3.7% | 1,500 | 0.0% | 0.13% | +1.6% |
| Q2 2016 | $408,000 | – | 1,500 | – | 0.12% | – |
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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% |