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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $521,000 | -5.4% | 1,480 | 0.0% | 0.01% | -50.0% |
| Q4 2019 | $551,000 | +8.5% | 1,480 | 0.0% | 0.02% | -27.3% |
| Q3 2019 | $508,000 | -2.5% | 1,480 | 0.0% | 0.03% | +17.9% |
| Q2 2019 | $521,000 | +2.8% | 1,480 | 0.0% | 0.03% | -6.7% |
| Q1 2019 | $507,000 | +25.2% | 1,480 | +9.6% | 0.03% | +20.0% |
| Q4 2018 | $405,000 | -17.7% | 1,350 | 0.0% | 0.02% | +4.2% |
| Q3 2018 | $492,000 | +3.6% | 1,350 | 0.0% | 0.02% | -4.0% |
| Q2 2018 | $475,000 | -33.6% | 1,350 | -36.0% | 0.02% | -37.5% |
| Q1 2018 | $715,000 | -3.5% | 2,110 | -2.3% | 0.04% | -13.0% |
| Q4 2017 | $741,000 | +63.6% | 2,160 | +54.3% | 0.05% | +24.3% |
| Q3 2017 | $453,000 | -33.6% | 1,400 | -35.2% | 0.04% | -32.7% |
| Q2 2017 | $682,000 | +187.8% | 2,160 | +184.2% | 0.06% | +161.9% |
| Q1 2017 | $237,000 | -32.1% | 760 | -34.5% | 0.02% | -57.1% |
| Q4 2016 | $349,000 | +7.7% | 1,160 | 0.0% | 0.05% | +11.4% |
| Q3 2016 | $324,000 | +2.9% | 1,160 | 0.0% | 0.04% | +15.8% |
| Q2 2016 | $315,000 | +3.6% | 1,160 | 0.0% | 0.04% | +5.6% |
| Q1 2016 | $304,000 | – | 1,160 | – | 0.04% | – |
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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% |