SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 588 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2016. The put-call ratio across all filers is 0.52 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,759 | -4.7% | 536 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $256,696 | +17.1% | 536 | +12.1% | 0.02% | +7.1% |
| Q1 2023 | $219,120 | -6.8% | 478 | -10.0% | 0.01% | -6.7% |
| Q4 2022 | $235,121 | +10.4% | 531 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $213,000 | -3.2% | 531 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $220,000 | -15.4% | 531 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $260,000 | -5.5% | 531 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $275,000 | +7.8% | 531 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $255,000 | -2.3% | 531 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $261,000 | -4.0% | 531 | -7.0% | 0.01% | -6.7% |
| Q1 2021 | $272,000 | +11.0% | 571 | -2.1% | 0.02% | 0.0% |
| Q4 2020 | $245,000 | +11.9% | 583 | 0.0% | 0.02% | +7.1% |
| Q4 2019 | $219,000 | +1.4% | 583 | -4.9% | 0.01% | -12.5% |
| Q3 2019 | $216,000 | -0.5% | 613 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $217,000 | +2.4% | 613 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $212,000 | -6.6% | 613 | -0.8% | 0.02% | -5.9% |
| Q3 2018 | $227,000 | +3.7% | 618 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $219,000 | +3.8% | 618 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $211,000 | -2.8% | 618 | -1.6% | 0.02% | -5.6% |
| Q4 2017 | $217,000 | +5.9% | 628 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $205,000 | -3.3% | 628 | -19.5% | 0.02% | -14.3% |
| Q2 2016 | $212,000 | +3.4% | 780 | 0.0% | 0.02% | -4.5% |
| Q1 2016 | $205,000 | -3.8% | 780 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $213,000 | -1.4% | 780 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $216,000 | +4.9% | 780 | 0.0% | 0.02% | +4.8% |
| Q4 2014 | $206,000 | +1.5% | 780 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $203,000 | – | 780 | – | 0.02% | – |
Download | ||||||
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% |