SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 694 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,735 | -6.0% | 698 | -1.4% | 0.03% | -3.6% |
| Q2 2023 | $339,068 | +4.0% | 708 | -0.4% | 0.03% | -3.4% |
| Q1 2023 | $325,930 | +3.5% | 711 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $314,824 | +10.1% | 711 | 0.0% | 0.03% | +7.1% |
| Q3 2022 | $286,000 | -2.7% | 711 | 0.0% | 0.03% | +7.7% |
| Q2 2022 | $294,000 | -14.5% | 711 | +1.4% | 0.03% | 0.0% |
| Q1 2022 | $344,000 | -5.2% | 701 | 0.0% | 0.03% | +8.3% |
| Q4 2021 | $363,000 | +7.7% | 701 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $337,000 | -2.0% | 701 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $344,000 | +3.0% | 701 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $334,000 | +13.6% | 701 | 0.0% | 0.03% | +4.0% |
| Q4 2020 | $294,000 | +23.5% | 701 | 0.0% | 0.02% | +8.7% |
| Q3 2020 | $238,000 | +4.8% | 701 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $227,000 | -11.0% | 701 | +3.2% | 0.02% | -11.1% |
| Q4 2019 | $255,000 | +6.7% | 679 | 0.0% | 0.03% | -3.6% |
| Q3 2019 | $239,000 | -20.3% | 679 | -19.8% | 0.03% | -20.0% |
| Q2 2019 | $300,000 | +6.4% | 847 | +3.8% | 0.04% | -2.8% |
| Q1 2019 | $282,000 | +14.2% | 816 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $247,000 | -5.7% | 816 | +14.4% | 0.04% | +16.1% |
| Q3 2018 | $262,000 | +3.6% | 713 | 0.0% | 0.03% | -6.1% |
| Q2 2018 | $253,000 | +3.7% | 713 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $244,000 | -0.8% | 713 | 0.0% | 0.03% | +6.7% |
| Q4 2017 | $246,000 | +5.6% | 713 | 0.0% | 0.03% | +7.1% |
| Q3 2017 | $233,000 | +3.1% | 713 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $226,000 | +1.3% | 713 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $223,000 | – | 713 | – | 0.03% | – |
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% |