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 | $861,680 | -4.7% | 1,887 | 0.0% | 0.56% | -39.2% |
| Q2 2023 | $903,703 | +4.5% | 1,887 | 0.0% | 0.93% | -21.8% |
| Q1 2023 | $865,020 | +3.5% | 1,887 | 0.0% | 1.19% | +0.3% |
| Q4 2022 | $835,545 | +10.2% | 1,887 | 0.0% | 1.19% | +0.1% |
| Q3 2022 | $758,000 | -2.8% | 1,887 | 0.0% | 1.18% | +22.7% |
| Q2 2022 | $780,000 | -15.7% | 1,887 | 0.0% | 0.97% | +41.9% |
| Q1 2022 | $925,000 | -5.3% | 1,887 | 0.0% | 0.68% | +2.9% |
| Q4 2021 | $977,000 | +7.7% | 1,887 | 0.0% | 0.66% | +10.5% |
| Q3 2021 | $907,000 | -2.2% | 1,887 | 0.0% | 0.60% | -2.3% |
| Q2 2021 | $927,000 | +3.2% | 1,887 | 0.0% | 0.61% | -4.4% |
| Q1 2021 | $898,000 | +13.4% | 1,887 | 0.0% | 0.64% | -2.9% |
| Q4 2020 | $792,000 | +23.9% | 1,887 | 0.0% | 0.66% | +27.4% |
| Q3 2020 | $639,000 | +4.4% | 1,887 | 0.0% | 0.52% | +3.2% |
| Q2 2020 | $612,000 | +23.4% | 1,887 | 0.0% | 0.50% | -13.9% |
| Q1 2020 | $496,000 | -89.1% | 1,887 | -84.4% | 0.58% | -87.6% |
| Q4 2019 | $4,530,000 | +4.8% | 12,069 | -1.6% | 4.71% | +21.7% |
| Q3 2019 | $4,323,000 | +0.2% | 12,264 | +0.7% | 3.87% | -1.5% |
| Q2 2019 | $4,316,000 | +104.5% | 12,173 | +99.1% | 3.93% | +102.9% |
| Q1 2019 | $2,111,000 | +24.8% | 6,113 | +9.4% | 1.94% | +16.7% |
| Q4 2018 | $1,691,000 | -62.7% | 5,588 | -54.7% | 1.66% | -64.4% |
| Q3 2018 | $4,528,000 | +3.0% | 12,323 | -0.5% | 4.66% | +11.3% |
| Q2 2018 | $4,398,000 | +7.0% | 12,387 | +3.0% | 4.19% | -40.0% |
| Q1 2018 | $4,109,000 | -11.5% | 12,025 | -10.5% | 6.98% | +30.6% |
| Q4 2017 | $4,642,000 | – | 13,439 | – | 5.35% | – |
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% |