SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 700 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2017. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,550,000 | -3.8% | 15,458 | -3.3% | 1.38% | -6.4% |
| Q1 2024 | $8,890,000 | +9.7% | 15,978 | 0.0% | 1.47% | +24.3% |
| Q4 2023 | $8,107,000 | +48.8% | 15,978 | +34.0% | 1.18% | +40.1% |
| Q3 2023 | $5,447,000 | +160.0% | 11,928 | +172.6% | 0.85% | +81.5% |
| Q2 2023 | $2,095,000 | -30.8% | 4,375 | -33.7% | 0.47% | -33.0% |
| Q1 2023 | $3,026,000 | +3.6% | 6,600 | 0.0% | 0.70% | +5.9% |
| Q4 2022 | $2,922,000 | -8.7% | 6,600 | -17.2% | 0.66% | -14.5% |
| Q3 2022 | $3,201,000 | -23.1% | 7,970 | -20.9% | 0.77% | -17.6% |
| Q2 2022 | $4,164,000 | +380.3% | 10,070 | +469.6% | 0.93% | +412.1% |
| Q1 2022 | $867,000 | -6.1% | 1,768 | -0.8% | 0.18% | +19.7% |
| Q4 2021 | $923,000 | -14.5% | 1,783 | -20.5% | 0.15% | -35.3% |
| Q3 2021 | $1,079,000 | -4.3% | 2,243 | -2.4% | 0.24% | -7.5% |
| Q2 2021 | $1,128,000 | +0.1% | 2,298 | -3.0% | 0.25% | -3.4% |
| Q1 2021 | $1,127,000 | +12.8% | 2,368 | -0.5% | 0.26% | 0.0% |
| Q4 2020 | $999,000 | +96.7% | 2,379 | +52.1% | 0.26% | +67.5% |
| Q2 2020 | $508,000 | -56.8% | 1,564 | -65.1% | 0.16% | -57.2% |
| Q1 2020 | $1,176,000 | +29.7% | 4,475 | +85.1% | 0.37% | +54.9% |
| Q4 2019 | $907,000 | +6.5% | 2,417 | 0.0% | 0.24% | -0.4% |
| Q3 2019 | $852,000 | -30.9% | 2,417 | -30.5% | 0.24% | -32.2% |
| Q2 2019 | $1,233,000 | -15.1% | 3,477 | -17.3% | 0.35% | -18.4% |
| Q1 2019 | $1,452,000 | +114.2% | 4,205 | +87.8% | 0.43% | +137.6% |
| Q4 2018 | $678,000 | -17.6% | 2,239 | 0.0% | 0.18% | -13.8% |
| Q3 2018 | $823,000 | +2.9% | 2,239 | -0.7% | 0.21% | +26.5% |
| Q2 2018 | $800,000 | +4.6% | 2,254 | +0.7% | 0.17% | +5.1% |
| Q1 2018 | $765,000 | -8.5% | 2,239 | -7.4% | 0.16% | -12.7% |
| Q4 2017 | $836,000 | +76.7% | 2,419 | +66.8% | 0.18% | +69.2% |
| Q3 2017 | $473,000 | +2.6% | 1,450 | 0.0% | 0.11% | +7.0% |
| Q2 2017 | $461,000 | -26.7% | 1,450 | -28.0% | 0.10% | -22.5% |
| Q1 2017 | $629,000 | +20.0% | 2,014 | +15.9% | 0.13% | +17.3% |
| Q4 2016 | $524,000 | -4.7% | 1,738 | -10.8% | 0.11% | -9.8% |
| Q3 2016 | $550,000 | -54.5% | 1,948 | -56.2% | 0.12% | -58.2% |
| Q2 2016 | $1,210,000 | -28.1% | 4,443 | -85.5% | 0.29% | +2333.3% |
| Q1 2016 | $1,683,000 | +2.6% | 30,633 | +374.2% | 0.01% | -97.5% |
| Q4 2015 | $1,641,000 | +14.2% | 6,460 | +11.9% | 0.49% | -2.0% |
| Q3 2015 | $1,437,000 | -18.4% | 5,775 | -10.4% | 0.50% | -14.3% |
| Q2 2015 | $1,761,000 | +16.6% | 6,445 | +18.4% | 0.58% | +9.4% |
| Q1 2015 | $1,510,000 | -2.1% | 5,445 | -6.8% | 0.53% | -13.8% |
| Q4 2014 | $1,543,000 | +60.9% | 5,845 | +52.0% | 0.62% | +54.1% |
| Q3 2014 | $959,000 | -4.3% | 3,845 | 0.0% | 0.40% | -2.2% |
| Q2 2014 | $1,002,000 | +49.6% | 3,845 | +43.7% | 0.41% | +55.1% |
| Q1 2014 | $670,000 | +2.6% | 2,675 | 0.0% | 0.26% | -18.6% |
| Q4 2013 | $653,000 | +7.9% | 2,675 | 0.0% | 0.32% | +0.3% |
| Q3 2013 | $605,000 | -9.3% | 2,675 | -15.7% | 0.32% | -16.8% |
| Q2 2013 | $667,000 | – | 3,175 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |