SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 507 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2014. The put-call ratio across all filers is 1.46 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,263,000 | +23.5% | 3,892 | 0.0% | 0.21% | +8.4% |
| Q1 2020 | $1,023,000 | -30.0% | 3,892 | 0.0% | 0.19% | -18.7% |
| Q4 2019 | $1,461,000 | +6.5% | 3,892 | 0.0% | 0.24% | -17.0% |
| Q3 2019 | $1,372,000 | +22.0% | 3,892 | +22.6% | 0.28% | +11.4% |
| Q2 2019 | $1,125,000 | +2.1% | 3,174 | -1.6% | 0.25% | -8.3% |
| Q1 2019 | $1,102,000 | +13.7% | 3,224 | +0.8% | 0.28% | -6.4% |
| Q4 2018 | $969,000 | -30.2% | 3,200 | -15.3% | 0.30% | -25.6% |
| Q3 2018 | $1,388,000 | +22.2% | 3,778 | +18.1% | 0.40% | +17.8% |
| Q2 2018 | $1,136,000 | +3.1% | 3,199 | -0.8% | 0.34% | +22.9% |
| Q1 2018 | $1,102,000 | +0.5% | 3,224 | +1.6% | 0.28% | +0.7% |
| Q4 2017 | $1,096,000 | +5.8% | 3,174 | 0.0% | 0.27% | +2.2% |
| Q3 2017 | $1,036,000 | -52.7% | 3,174 | -54.0% | 0.27% | -52.8% |
| Q2 2017 | $2,190,000 | +122.8% | 6,896 | +119.2% | 0.57% | +71.5% |
| Q1 2017 | $983,000 | +3.6% | 3,146 | 0.0% | 0.33% | +1.5% |
| Q4 2016 | $949,000 | +10.9% | 3,146 | 0.0% | 0.32% | +16.1% |
| Q2 2016 | $856,000 | +3.5% | 3,146 | 0.0% | 0.28% | +3.3% |
| Q1 2016 | $827,000 | +3.5% | 3,146 | 0.0% | 0.27% | +2.3% |
| Q4 2015 | $799,000 | +2.0% | 3,146 | 0.0% | 0.26% | +0.4% |
| Q3 2015 | $783,000 | -8.8% | 3,146 | 0.0% | 0.26% | -3.3% |
| Q2 2015 | $859,000 | -39.2% | 3,146 | -38.3% | 0.27% | -34.8% |
| Q1 2015 | $1,413,000 | -22.4% | 5,096 | -26.1% | 0.42% | -19.0% |
| Q4 2014 | $1,820,000 | +5.9% | 6,896 | 0.0% | 0.52% | +2.2% |
| Q3 2014 | $1,719,000 | -4.3% | 6,896 | 0.0% | 0.51% | -5.9% |
| Q2 2014 | $1,797,000 | +4.0% | 6,896 | 0.0% | 0.54% | +10.5% |
| Q1 2014 | $1,728,000 | -9.5% | 6,896 | -11.8% | 0.49% | -9.5% |
| Q4 2013 | $1,909,000 | +9.5% | 7,816 | +1.5% | 0.54% | -7.7% |
| Q3 2013 | $1,743,000 | +7.7% | 7,701 | 0.0% | 0.58% | -4.9% |
| Q2 2013 | $1,618,000 | – | 7,701 | – | 0.61% | – |
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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% |