SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 926 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,247,444 | -5.8% | 20,251 | -1.2% | 0.17% | -3.9% |
| Q2 2023 | $9,815,744 | +3.6% | 20,496 | -0.8% | 0.18% | -4.8% |
| Q1 2023 | $9,472,112 | +3.2% | 20,663 | -0.4% | 0.19% | -1.6% |
| Q4 2022 | $9,182,541 | +13.1% | 20,738 | +2.6% | 0.19% | +4.9% |
| Q3 2022 | $8,116,000 | -3.2% | 20,208 | -0.4% | 0.18% | +3.4% |
| Q2 2022 | $8,387,000 | -16.0% | 20,283 | -0.4% | 0.18% | 0.0% |
| Q1 2022 | $9,987,000 | -5.9% | 20,363 | -0.6% | 0.18% | +2.3% |
| Q4 2021 | $10,609,000 | +7.1% | 20,493 | -0.5% | 0.17% | -3.4% |
| Q3 2021 | $9,905,000 | -3.6% | 20,598 | -1.6% | 0.18% | -4.8% |
| Q2 2021 | $10,275,000 | +3.2% | 20,927 | +0.0% | 0.19% | -4.6% |
| Q1 2021 | $9,961,000 | +7.6% | 20,925 | -5.1% | 0.20% | -1.5% |
| Q4 2020 | $9,259,000 | +17.1% | 22,050 | -5.5% | 0.20% | +3.1% |
| Q3 2020 | $7,910,000 | +2.0% | 23,345 | -2.4% | 0.19% | -6.3% |
| Q2 2020 | $7,758,000 | +9.3% | 23,909 | -11.5% | 0.21% | -11.5% |
| Q1 2020 | $7,099,000 | -32.2% | 27,004 | -3.2% | 0.23% | -17.0% |
| Q4 2019 | $10,473,000 | +3.2% | 27,897 | -3.1% | 0.28% | -5.4% |
| Q3 2019 | $10,146,000 | +2.0% | 28,786 | +2.6% | 0.30% | -1.3% |
| Q2 2019 | $9,948,000 | +8.4% | 28,054 | +5.6% | 0.30% | +2.0% |
| Q1 2019 | $9,176,000 | +19.5% | 26,564 | +4.7% | 0.30% | +2.1% |
| Q4 2018 | $7,680,000 | -17.7% | 25,375 | -0.0% | 0.29% | -2.7% |
| Q3 2018 | $9,328,000 | +11.8% | 25,385 | +8.0% | 0.30% | +4.6% |
| Q2 2018 | $8,345,000 | +14.1% | 23,505 | +9.8% | 0.28% | +2.2% |
| Q1 2018 | $7,314,000 | +2.9% | 21,405 | +4.0% | 0.28% | +5.7% |
| Q4 2017 | $7,107,000 | +2.1% | 20,575 | -3.6% | 0.26% | -2.6% |
| Q3 2017 | $6,964,000 | +1.5% | 21,339 | -1.2% | 0.27% | +2.3% |
| Q2 2017 | $6,862,000 | -1.4% | 21,604 | -3.0% | 0.26% | -2.6% |
| Q1 2017 | $6,957,000 | +13.5% | 22,269 | +9.7% | 0.27% | +7.1% |
| Q4 2016 | $6,127,000 | -5.4% | 20,307 | -11.5% | 0.25% | -5.2% |
| Q3 2016 | $6,474,000 | +4.9% | 22,937 | +1.1% | 0.27% | -1.8% |
| Q2 2016 | $6,174,000 | -0.2% | 22,677 | -3.7% | 0.27% | 0.0% |
| Q1 2016 | $6,185,000 | +2.9% | 23,541 | -0.5% | 0.27% | -2.2% |
| Q4 2015 | $6,008,000 | -14.2% | 23,651 | -15.9% | 0.28% | -16.5% |
| Q3 2015 | $7,000,000 | -9.9% | 28,121 | -1.2% | 0.33% | -4.8% |
| Q2 2015 | $7,772,000 | +0.5% | 28,451 | +2.0% | 0.35% | -1.1% |
| Q1 2015 | $7,734,000 | +26.0% | 27,891 | +20.0% | 0.36% | +16.0% |
| Q4 2014 | $6,137,000 | -14.3% | 23,249 | -19.0% | 0.31% | -14.8% |
| Q3 2014 | $7,159,000 | -4.3% | 28,713 | +0.0% | 0.36% | -7.0% |
| Q2 2014 | $7,478,000 | +11.0% | 28,703 | +6.8% | 0.39% | +2.1% |
| Q1 2014 | $6,734,000 | +3.3% | 26,877 | +0.7% | 0.38% | +5.6% |
| Q4 2013 | $6,517,000 | +5.6% | 26,692 | -2.1% | 0.36% | +1.4% |
| Q3 2013 | $6,170,000 | +7.6% | 27,262 | -0.1% | 0.35% | +9.0% |
| Q2 2013 | $5,732,000 | – | 27,287 | – | 0.32% | – |
Download | ||||||
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% |