SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 856 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,421 | +550.6% | 35,961 | +553.2% | 0.77% | +653.9% |
| Q1 2023 | $2,524 | -100.0% | 5,505 | -65.9% | 0.10% | -62.6% |
| Q1 2022 | $7,926,000 | +45.1% | 16,160 | +53.1% | 0.27% | +85.7% |
| Q4 2021 | $5,464,000 | -21.3% | 10,556 | -25.4% | 0.15% | -57.6% |
| Q2 2021 | $6,944,000 | -5.5% | 14,142 | -19.2% | 0.35% | -31.0% |
| Q4 2020 | $7,351,000 | +264.3% | 17,506 | +193.9% | 0.50% | +235.3% |
| Q3 2020 | $2,018,000 | -51.8% | 5,956 | -53.8% | 0.15% | -54.7% |
| Q2 2020 | $4,185,000 | +106.4% | 12,897 | +125.5% | 0.33% | +147.0% |
| Q2 2019 | $2,028,000 | -28.6% | 5,720 | -30.4% | 0.13% | -17.8% |
| Q1 2019 | $2,839,000 | -79.8% | 8,220 | -79.2% | 0.16% | -88.0% |
| Q2 2018 | $14,053,000 | +4418.6% | 39,584 | +4249.9% | 1.36% | +5570.8% |
| Q1 2018 | $311,000 | -30.6% | 910 | -33.8% | 0.02% | -50.0% |
| Q3 2017 | $448,000 | -54.0% | 1,374 | -55.9% | 0.05% | -40.7% |
| Q1 2017 | $974,000 | -93.6% | 3,118 | -93.9% | 0.08% | -91.4% |
| Q4 2016 | $15,325,000 | +38212.5% | 50,789 | +35666.9% | 0.94% | +23425.0% |
| Q3 2016 | $40,000 | +100.0% | 142 | +82.1% | 0.00% | +33.3% |
| Q4 2015 | $20,000 | -95.7% | 78 | -95.7% | 0.00% | -96.5% |
| Q2 2014 | $469,000 | -92.6% | 1,802 | -92.8% | 0.09% | -90.1% |
| Q1 2014 | $6,312,000 | -60.8% | 25,192 | -61.8% | 0.87% | -52.2% |
| Q4 2013 | $16,122,000 | – | 66,018 | – | 1.81% | – |
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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% |