SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 604 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2015. The put-call ratio across all filers is 0.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,075,000 | -2.6% | 7,623 | -6.0% | 0.40% | -5.9% |
| Q1 2016 | $2,130,000 | +1.4% | 8,108 | -2.0% | 0.42% | +3.7% |
| Q4 2015 | $2,100,000 | +2.0% | 8,270 | -0.1% | 0.41% | -1.2% |
| Q3 2015 | $2,059,000 | -4.1% | 8,275 | +5.3% | 0.41% | +4.8% |
| Q2 2015 | $2,146,000 | -6.6% | 7,857 | -5.2% | 0.39% | -7.9% |
| Q1 2015 | $2,298,000 | +5.5% | 8,292 | +0.5% | 0.43% | +3.1% |
| Q4 2014 | $2,178,000 | +5.5% | 8,254 | -0.4% | 0.42% | +2.5% |
| Q3 2014 | $2,064,000 | -6.4% | 8,284 | -2.1% | 0.40% | +13.8% |
| Q2 2014 | $2,204,000 | +5.0% | 8,463 | +1.0% | 0.36% | -21.2% |
| Q1 2014 | $2,099,000 | -13.5% | 8,383 | -15.6% | 0.45% | -20.0% |
| Q4 2013 | $2,426,000 | +27.4% | 9,938 | +18.1% | 0.56% | +14.8% |
| Q3 2013 | $1,904,000 | +4.5% | 8,418 | -3.0% | 0.49% | -11.5% |
| Q2 2013 | $1,822,000 | – | 8,677 | – | 0.56% | – |
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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% |