SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 810 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,438 | -4.7% | 3,150 | 0.0% | 0.67% | +1.1% |
| Q2 2023 | $1,509 | +8.2% | 3,150 | 0.0% | 0.66% | -6.2% |
| Q4 2022 | $1,395 | -99.9% | 3,150 | 0.0% | 0.70% | -0.1% |
| Q3 2022 | $1,265,000 | -2.8% | 3,150 | 0.0% | 0.70% | +11.4% |
| Q2 2022 | $1,302,000 | -15.7% | 3,150 | 0.0% | 0.63% | +5.7% |
| Q1 2022 | $1,545,000 | -5.3% | 3,150 | 0.0% | 0.60% | +7.3% |
| Q4 2021 | $1,631,000 | +7.7% | 3,150 | 0.0% | 0.56% | -0.7% |
| Q3 2021 | $1,515,000 | -2.1% | 3,150 | 0.0% | 0.56% | +0.9% |
| Q2 2021 | $1,547,000 | -8.5% | 3,150 | -11.3% | 0.56% | -14.6% |
| Q1 2021 | $1,690,000 | +13.3% | 3,550 | 0.0% | 0.65% | +7.8% |
| Q4 2020 | $1,491,000 | +23.9% | 3,550 | 0.0% | 0.60% | +8.0% |
| Q3 2020 | $1,203,000 | +4.4% | 3,550 | 0.0% | 0.56% | -2.3% |
| Q2 2020 | $1,152,000 | +23.5% | 3,550 | 0.0% | 0.57% | -7.6% |
| Q1 2020 | $933,000 | -30.0% | 3,550 | 0.0% | 0.62% | -0.3% |
| Q4 2019 | $1,333,000 | +6.6% | 3,550 | 0.0% | 0.62% | -3.6% |
| Q3 2019 | $1,251,000 | -0.6% | 3,550 | 0.0% | 0.64% | -3.3% |
| Q2 2019 | $1,259,000 | -6.5% | 3,550 | -9.0% | 0.67% | -2.8% |
| Q1 2019 | $1,347,000 | +14.2% | 3,900 | 0.0% | 0.69% | -7.8% |
| Q4 2018 | $1,180,000 | -10.8% | 3,900 | +8.3% | 0.74% | +20.4% |
| Q3 2018 | $1,323,000 | +9.6% | 3,600 | +5.9% | 0.62% | +7.3% |
| Q2 2018 | $1,207,000 | +7.1% | 3,400 | +3.0% | 0.58% | +9.5% |
| Q1 2018 | $1,127,000 | -1.1% | 3,300 | 0.0% | 0.53% | +0.8% |
| Q4 2017 | $1,140,000 | +5.8% | 3,300 | 0.0% | 0.52% | +3.0% |
| Q3 2017 | $1,077,000 | +21.1% | 3,300 | +17.9% | 0.51% | +19.0% |
| Q2 2017 | $889,000 | +23.6% | 2,800 | +21.7% | 0.43% | +11.5% |
| Q1 2017 | $719,000 | +40.2% | 2,300 | +35.3% | 0.38% | +35.0% |
| Q4 2016 | $513,000 | – | 1,700 | – | 0.28% | – |
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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% |