SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 698 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2017. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,305,397 | -4.6% | 2,849 | 0.0% | 0.06% | -3.4% |
| Q2 2023 | $1,368,726 | +5.2% | 2,849 | +0.6% | 0.06% | -1.7% |
| Q1 2023 | $1,301,135 | +3.0% | 2,831 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $1,262,969 | +10.1% | 2,831 | 0.0% | 0.06% | -14.3% |
| Q3 2022 | $1,147,000 | -2.4% | 2,831 | 0.0% | 0.07% | -20.5% |
| Q2 2022 | $1,175,000 | -1.9% | 2,831 | +16.5% | 0.09% | +44.3% |
| Q1 2022 | $1,198,000 | -5.2% | 2,431 | -0.1% | 0.06% | -1.6% |
| Q4 2021 | $1,264,000 | +7.8% | 2,434 | +0.1% | 0.06% | 0.0% |
| Q3 2021 | $1,172,000 | -2.1% | 2,431 | 0.0% | 0.06% | +29.2% |
| Q2 2021 | $1,197,000 | +3.3% | 2,431 | 0.0% | 0.05% | -5.9% |
| Q1 2021 | $1,159,000 | +13.2% | 2,431 | 0.0% | 0.05% | +2.0% |
| Q4 2020 | $1,024,000 | +24.0% | 2,431 | 0.0% | 0.05% | +25.0% |
| Q3 2020 | $826,000 | -8.2% | 2,431 | -11.8% | 0.04% | -16.7% |
| Q2 2020 | $900,000 | +18.9% | 2,756 | -3.9% | 0.05% | -2.0% |
| Q1 2020 | $757,000 | -21.1% | 2,869 | +12.8% | 0.05% | +6.5% |
| Q4 2019 | $959,000 | -48.7% | 2,544 | -51.9% | 0.05% | -48.9% |
| Q3 2019 | $1,871,000 | -0.5% | 5,287 | 0.0% | 0.09% | -4.3% |
| Q2 2019 | $1,881,000 | +2.7% | 5,287 | 0.0% | 0.09% | +9.3% |
| Q1 2019 | $1,831,000 | +2.7% | 5,287 | -9.8% | 0.09% | -5.5% |
| Q4 2018 | $1,782,000 | -18.7% | 5,860 | -1.4% | 0.09% | -30.0% |
| Q3 2018 | $2,191,000 | -0.4% | 5,945 | -3.7% | 0.13% | -7.1% |
| Q2 2018 | $2,199,000 | +7.7% | 6,175 | +3.4% | 0.14% | 0.0% |
| Q1 2018 | $2,042,000 | +134.2% | 5,970 | +137.3% | 0.14% | +109.0% |
| Q4 2017 | $872,000 | +16.0% | 2,516 | -5.1% | 0.07% | -1.5% |
| Q3 2017 | $752,000 | -7.7% | 2,650 | +3.3% | 0.07% | +15.3% |
| Q2 2017 | $815,000 | +1.7% | 2,565 | 0.0% | 0.06% | -11.9% |
| Q1 2017 | $801,000 | +3.6% | 2,565 | 0.0% | 0.07% | -13.0% |
| Q4 2016 | $773,000 | – | 2,565 | – | 0.08% | – |
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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% |