SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 564 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $316,233 | -14.0% | 591 | -10.6% | 0.03% | -15.2% |
| Q1 2024 | $367,781 | +4.9% | 661 | -4.3% | 0.03% | -8.3% |
| Q4 2023 | $350,600 | +11.1% | 691 | 0.0% | 0.04% | 0.0% |
| Q3 2023 | $315,539 | -7.2% | 691 | -2.7% | 0.04% | -2.7% |
| Q2 2023 | $340,027 | +4.5% | 710 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $325,472 | +3.5% | 710 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $314,381 | +9.5% | 710 | -0.6% | 0.04% | 0.0% |
| Q3 2022 | $287,000 | -4.0% | 714 | -1.1% | 0.04% | 0.0% |
| Q2 2022 | $299,000 | -15.5% | 722 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $354,000 | -5.3% | 722 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $374,000 | +6.9% | 722 | -0.8% | 0.04% | -2.6% |
| Q3 2021 | $350,000 | -2.0% | 728 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $357,000 | +2.9% | 728 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $347,000 | +13.4% | 728 | 0.0% | 0.04% | +5.0% |
| Q4 2020 | $306,000 | +23.9% | 728 | 0.0% | 0.04% | +14.3% |
| Q3 2020 | $247,000 | +1.6% | 728 | -2.7% | 0.04% | -2.8% |
| Q2 2020 | $243,000 | +13.6% | 748 | +31.2% | 0.04% | +20.0% |
| Q4 2019 | $214,000 | +6.5% | 570 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $201,000 | -0.5% | 570 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $202,000 | -5.2% | 570 | -1.7% | 0.03% | -8.8% |
| Q3 2018 | $213,000 | +3.4% | 580 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $206,000 | -5.9% | 580 | -9.4% | 0.04% | -7.9% |
| Q1 2018 | $219,000 | -9.5% | 640 | -8.6% | 0.04% | -7.3% |
| Q4 2017 | $242,000 | +4.3% | 700 | -1.4% | 0.04% | 0.0% |
| Q3 2017 | $232,000 | +1.3% | 710 | -1.4% | 0.04% | -21.2% |
| Q2 2017 | $229,000 | -6.5% | 720 | -8.3% | 0.05% | -8.8% |
| Q1 2017 | $245,000 | +3.4% | 785 | 0.0% | 0.06% | -1.7% |
| Q4 2016 | $237,000 | +7.7% | 785 | +0.6% | 0.06% | 0.0% |
| Q3 2016 | $220,000 | -1.3% | 780 | -4.9% | 0.06% | -3.3% |
| Q2 2016 | $223,000 | +4.7% | 820 | +1.2% | 0.06% | 0.0% |
| Q1 2016 | $213,000 | 0.0% | 810 | -3.6% | 0.06% | +3.4% |
| Q4 2015 | $213,000 | +1.9% | 840 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $209,000 | -8.7% | 840 | 0.0% | 0.06% | +3.6% |
| Q2 2015 | $229,000 | -1.7% | 840 | 0.0% | 0.06% | -3.4% |
| Q1 2015 | $233,000 | +1.3% | 840 | -3.4% | 0.06% | +1.8% |
| Q4 2014 | $230,000 | +6.0% | 870 | 0.0% | 0.06% | +7.5% |
| Q3 2014 | $217,000 | -4.4% | 870 | 0.0% | 0.05% | -3.6% |
| Q2 2014 | $227,000 | -3.0% | 870 | -7.0% | 0.06% | -11.3% |
| Q1 2014 | $234,000 | -8.2% | 935 | -10.5% | 0.06% | -12.7% |
| Q4 2013 | $255,000 | +5.4% | 1,045 | -2.3% | 0.07% | -5.3% |
| Q3 2013 | $242,000 | – | 1,070 | – | 0.08% | – |
Download | ||||||
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% |