SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 441 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2013. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,496,000 | -5.3% | 3,051 | +0.0% | 0.13% | +0.8% |
| Q4 2021 | $1,579,000 | -14.3% | 3,050 | -20.4% | 0.13% | -21.3% |
| Q3 2021 | $1,843,000 | -2.0% | 3,832 | +0.1% | 0.16% | -4.1% |
| Q2 2021 | $1,880,000 | +3.1% | 3,829 | 0.0% | 0.17% | -4.5% |
| Q1 2021 | $1,823,000 | -5.2% | 3,829 | -16.3% | 0.18% | -12.7% |
| Q4 2020 | $1,922,000 | +11.7% | 4,577 | -9.9% | 0.20% | -4.7% |
| Q3 2020 | $1,721,000 | +3.2% | 5,080 | -1.1% | 0.22% | -11.2% |
| Q2 2020 | $1,668,000 | +20.9% | 5,139 | -2.1% | 0.24% | -0.4% |
| Q1 2020 | $1,380,000 | -30.2% | 5,250 | -0.3% | 0.24% | -16.8% |
| Q4 2019 | $1,977,000 | +11.8% | 5,266 | +4.9% | 0.29% | -2.3% |
| Q3 2019 | $1,769,000 | +3.9% | 5,020 | +4.5% | 0.30% | -3.9% |
| Q2 2019 | $1,703,000 | +6.3% | 4,804 | +3.6% | 0.31% | -2.2% |
| Q1 2019 | $1,602,000 | +6.7% | 4,637 | -6.5% | 0.32% | -5.1% |
| Q4 2018 | $1,501,000 | -19.9% | 4,959 | -2.7% | 0.34% | -4.0% |
| Q3 2018 | $1,873,000 | +3.6% | 5,097 | +0.1% | 0.35% | -2.0% |
| Q2 2018 | $1,808,000 | +9.0% | 5,093 | +4.9% | 0.36% | +6.3% |
| Q1 2018 | $1,659,000 | +10.7% | 4,854 | +11.9% | 0.34% | +6.3% |
| Q4 2017 | $1,498,000 | +15.1% | 4,336 | +8.6% | 0.32% | +8.6% |
| Q3 2017 | $1,302,000 | -10.0% | 3,991 | -12.4% | 0.29% | -13.9% |
| Q2 2017 | $1,447,000 | -28.0% | 4,557 | -29.2% | 0.34% | -28.5% |
| Q1 2017 | $2,011,000 | +6.1% | 6,437 | +2.5% | 0.47% | +0.6% |
| Q4 2016 | $1,895,000 | +6.2% | 6,281 | -1.6% | 0.47% | -0.6% |
| Q3 2016 | $1,785,000 | -22.4% | 6,382 | -24.4% | 0.47% | -20.0% |
| Q2 2016 | $2,300,000 | +2.8% | 8,447 | -0.8% | 0.59% | +3.3% |
| Q1 2016 | $2,237,000 | +4.6% | 8,513 | +1.1% | 0.57% | +7.5% |
| Q4 2015 | $2,139,000 | +2.9% | 8,419 | +0.8% | 0.53% | -3.1% |
| Q3 2015 | $2,079,000 | -27.2% | 8,355 | -20.1% | 0.55% | -21.0% |
| Q2 2015 | $2,857,000 | -1.2% | 10,459 | +0.2% | 0.69% | -4.7% |
| Q1 2015 | $2,893,000 | +7.2% | 10,435 | +2.1% | 0.73% | -0.4% |
| Q4 2014 | $2,698,000 | +9.9% | 10,219 | +3.8% | 0.73% | -1.9% |
| Q3 2014 | $2,455,000 | -3.7% | 9,847 | +0.6% | 0.74% | -3.0% |
| Q2 2014 | $2,550,000 | +8.3% | 9,788 | +4.2% | 0.77% | 0.0% |
| Q1 2014 | $2,354,000 | +10.5% | 9,393 | +7.7% | 0.77% | +2.7% |
| Q4 2013 | $2,131,000 | +12.3% | 8,725 | +4.1% | 0.75% | +2.2% |
| Q3 2013 | $1,898,000 | +14.4% | 8,385 | +6.2% | 0.73% | +8.3% |
| Q2 2013 | $1,659,000 | – | 7,898 | – | 0.67% | – |
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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% |