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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $38,000 | +15.2% | 80 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $33,000 | +22.2% | 80 | 0.0% | 0.02% | +10.5% |
| Q3 2020 | $27,000 | +3.8% | 80 | 0.0% | 0.02% | -9.5% |
| Q2 2020 | $26,000 | +23.8% | 80 | 0.0% | 0.02% | +5.0% |
| Q1 2020 | $21,000 | -86.2% | 80 | -80.2% | 0.02% | -78.3% |
| Q4 2019 | $152,000 | +6.3% | 405 | 0.0% | 0.09% | +9.5% |
| Q3 2019 | $143,000 | -0.7% | 405 | 0.0% | 0.08% | +3.7% |
| Q2 2019 | $144,000 | +2.9% | 405 | 0.0% | 0.08% | +1.2% |
| Q1 2019 | $140,000 | +13.8% | 405 | 0.0% | 0.08% | +14.3% |
| Q4 2018 | $123,000 | -17.4% | 405 | 0.0% | 0.07% | +2.9% |
| Q3 2018 | $149,000 | +3.5% | 405 | 0.0% | 0.07% | -2.9% |
| Q2 2018 | $144,000 | +4.3% | 405 | 0.0% | 0.07% | -1.4% |
| Q1 2018 | $138,000 | -1.4% | 405 | 0.0% | 0.07% | +4.4% |
| Q4 2017 | $140,000 | +6.1% | 405 | 0.0% | 0.07% | +1.5% |
| Q3 2017 | $132,000 | +28.2% | 405 | +24.6% | 0.07% | +36.7% |
| Q2 2017 | $103,000 | – | 325 | – | 0.05% | – |
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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% |