SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 595 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $298,575 | -3.8% | 558 | 0.0% | 0.04% | +8.6% |
| Q1 2024 | $310,471 | +9.7% | 558 | 0.0% | 0.04% | 0.0% |
| Q4 2023 | $283,118 | +12.5% | 558 | +1.3% | 0.04% | +9.4% |
| Q3 2023 | $251,609 | -2.5% | 551 | +2.2% | 0.03% | +3.2% |
| Q2 2023 | $258,132 | +8.5% | 539 | +3.9% | 0.03% | +3.3% |
| Q1 2023 | $237,915 | +6.6% | 519 | +3.0% | 0.03% | +15.4% |
| Q4 2022 | $223,166 | +284.8% | 504 | +143.5% | 0.03% | +85.7% |
| Q3 2016 | $58,000 | +3.6% | 207 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $56,000 | +3.7% | 207 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $54,000 | +68.8% | 207 | +65.6% | 0.01% | +75.0% |
| Q4 2015 | $32,000 | +3.2% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $31,000 | -8.8% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $34,000 | -2.9% | 125 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $35,000 | +12.9% | 125 | 0.0% | 0.01% | +14.3% |
| Q3 2014 | $31,000 | -6.1% | 125 | 0.0% | 0.01% | -12.5% |
| Q2 2014 | $33,000 | +6.5% | 125 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $31,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $31,000 | +10.7% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $28,000 | +7.7% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $26,000 | – | 125 | – | 0.01% | – |
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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% |