SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 611 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $266,000 | -2.9% | 662 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $274,000 | -21.5% | 662 | -7.0% | 0.01% | -12.5% |
| Q1 2022 | $349,000 | -24.9% | 712 | -20.8% | 0.02% | -20.0% |
| Q4 2021 | $465,000 | +6.4% | 899 | -1.1% | 0.02% | -9.1% |
| Q3 2021 | $437,000 | -5.8% | 909 | -3.7% | 0.02% | -8.3% |
| Q2 2021 | $464,000 | +5.5% | 944 | +2.2% | 0.02% | 0.0% |
| Q1 2021 | $440,000 | -28.1% | 924 | -36.6% | 0.02% | -33.3% |
| Q4 2020 | $612,000 | +22.6% | 1,458 | -1.0% | 0.04% | +5.9% |
| Q3 2020 | $499,000 | +69.2% | 1,473 | +61.9% | 0.03% | +61.9% |
| Q2 2020 | $295,000 | +23.4% | 910 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $239,000 | -54.1% | 910 | -34.4% | 0.02% | -40.0% |
| Q4 2019 | $521,000 | -0.6% | 1,388 | -6.7% | 0.04% | -10.3% |
| Q3 2019 | $524,000 | -11.2% | 1,488 | -10.5% | 0.04% | -20.4% |
| Q2 2019 | $590,000 | -3.4% | 1,663 | -5.9% | 0.05% | -9.3% |
| Q1 2019 | $611,000 | -25.8% | 1,768 | -35.1% | 0.05% | -35.7% |
| Q4 2018 | $824,000 | -34.5% | 2,723 | -20.4% | 0.08% | -23.6% |
| Q3 2018 | $1,258,000 | +15.1% | 3,423 | +11.2% | 0.11% | +2.8% |
| Q2 2018 | $1,093,000 | +0.4% | 3,078 | -3.5% | 0.11% | 0.0% |
| Q1 2018 | $1,089,000 | +1.6% | 3,188 | +2.7% | 0.11% | +4.9% |
| Q4 2017 | $1,072,000 | +22.4% | 3,103 | +15.7% | 0.10% | +10.9% |
| Q3 2017 | $876,000 | +14.8% | 2,683 | +11.7% | 0.09% | +5.7% |
| Q2 2017 | $763,000 | +6.0% | 2,403 | +4.3% | 0.09% | +3.6% |
| Q1 2017 | $720,000 | +30.4% | 2,303 | +26.0% | 0.08% | +23.5% |
| Q4 2016 | $552,000 | -8.0% | 1,828 | -14.1% | 0.07% | -13.9% |
| Q3 2016 | $600,000 | +10.7% | 2,127 | +6.8% | 0.08% | +5.3% |
| Q2 2016 | $542,000 | +3.8% | 1,992 | +0.2% | 0.08% | 0.0% |
| Q1 2016 | $522,000 | +1.4% | 1,988 | -2.0% | 0.08% | 0.0% |
| Q4 2015 | $515,000 | -4.1% | 2,028 | -6.0% | 0.08% | -6.2% |
| Q3 2015 | $537,000 | -10.9% | 2,157 | -2.3% | 0.08% | -7.0% |
| Q2 2015 | $603,000 | -6.8% | 2,207 | -5.4% | 0.09% | -5.5% |
| Q1 2015 | $647,000 | +76.3% | 2,332 | +67.5% | 0.09% | +65.5% |
| Q4 2014 | $367,000 | -12.8% | 1,392 | -17.5% | 0.06% | -17.9% |
| Q3 2014 | $421,000 | -8.3% | 1,687 | -4.3% | 0.07% | -9.5% |
| Q2 2014 | $459,000 | +6.0% | 1,762 | +2.0% | 0.07% | -5.1% |
| Q1 2014 | $433,000 | +13.6% | 1,727 | +10.6% | 0.08% | +5.4% |
| Q4 2013 | $381,000 | +17.6% | 1,562 | +9.1% | 0.07% | +7.2% |
| Q3 2013 | $324,000 | +43.4% | 1,432 | +33.3% | 0.07% | +35.3% |
| Q2 2013 | $226,000 | – | 1,074 | – | 0.05% | – |
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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% |