SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2018. The put-call ratio across all filers is 0.77 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $80,262 | -3.8% | 150 | 0.0% | 0.03% | -6.7% |
| Q1 2024 | $83,460 | +9.7% | 150 | 0.0% | 0.03% | +7.1% |
| Q4 2023 | $76,107 | +11.1% | 150 | 0.0% | 0.03% | +7.7% |
| Q3 2023 | $68,496 | -4.7% | 150 | 0.0% | 0.03% | -10.3% |
| Q2 2023 | $71,837 | +4.5% | 150 | 0.0% | 0.03% | +3.6% |
| Q1 2023 | $68,762 | +3.5% | 150 | 0.0% | 0.03% | +3.7% |
| Q4 2022 | $66,419 | +10.7% | 150 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $60,000 | -3.2% | 150 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $62,000 | -16.2% | 150 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $74,000 | -5.1% | 150 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $78,000 | +8.3% | 150 | 0.0% | 0.03% | -12.5% |
| Q3 2021 | $72,000 | -2.7% | 150 | 0.0% | 0.03% | +3.2% |
| Q2 2021 | $74,000 | +4.2% | 150 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $71,000 | +12.7% | 150 | 0.0% | 0.03% | +10.3% |
| Q4 2020 | $63,000 | +21.2% | 150 | 0.0% | 0.03% | -17.1% |
| Q3 2020 | $52,000 | +2.0% | 150 | 0.0% | 0.04% | +40.0% |
| Q2 2020 | $51,000 | +30.8% | 150 | 0.0% | 0.02% | +19.0% |
| Q1 2020 | $39,000 | -30.4% | 150 | 0.0% | 0.02% | +5.0% |
| Q4 2019 | $56,000 | +5.7% | 150 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $53,000 | 0.0% | 150 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $53,000 | +1.9% | 150 | 0.0% | 0.02% | +5.3% |
| Q1 2019 | $52,000 | +15.6% | 150 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $45,000 | – | 150 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |