SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 516 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2014. The put-call ratio across all filers is 1.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,249,000 | -4.8% | 4,590 | -8.1% | 0.21% | +49.3% |
| Q1 2016 | $1,312,000 | +82.7% | 4,995 | +76.8% | 0.14% | +79.2% |
| Q4 2015 | $718,000 | -60.8% | 2,825 | -61.6% | 0.08% | -62.8% |
| Q3 2015 | $1,830,000 | -1.9% | 7,352 | +7.7% | 0.21% | +4.5% |
| Q2 2015 | $1,865,000 | +184.7% | 6,827 | +188.8% | 0.20% | +182.9% |
| Q1 2015 | $655,000 | +27.9% | 2,364 | +21.7% | 0.07% | +20.7% |
| Q4 2014 | $512,000 | -74.6% | 1,942 | -76.0% | 0.06% | -76.0% |
| Q3 2014 | $2,016,000 | -23.8% | 8,086 | -20.3% | 0.24% | -26.9% |
| Q2 2014 | $2,645,000 | -40.0% | 10,151 | -42.3% | 0.33% | -46.8% |
| Q1 2014 | $4,409,000 | +17.4% | 17,596 | +14.5% | 0.62% | +116.0% |
| Q4 2013 | $3,754,000 | +144.9% | 15,372 | +126.9% | 0.29% | +7.9% |
| Q3 2013 | $1,533,000 | +42.2% | 6,774 | +32.0% | 0.27% | +25.9% |
| Q2 2013 | $1,078,000 | – | 5,131 | – | 0.21% | – |
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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% |