SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 588 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2016. The put-call ratio across all filers is 0.52 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $201,000 | 0.0% | 665 | -9.8% | 0.07% | -12.0% |
| Q2 2016 | $201,000 | -21.8% | 737 | -24.6% | 0.08% | -34.8% |
| Q1 2016 | $257,000 | -1.5% | 977 | -4.9% | 0.12% | +1.8% |
| Q4 2015 | $261,000 | +2.0% | 1,027 | 0.0% | 0.11% | -4.2% |
| Q3 2015 | $256,000 | -31.2% | 1,027 | -24.6% | 0.12% | -28.9% |
| Q2 2015 | $372,000 | -2.4% | 1,362 | -2.4% | 0.17% | -6.2% |
| Q1 2015 | $381,000 | -78.0% | 1,396 | -86.8% | 0.18% | -76.0% |
| Q4 2014 | $1,730,000 | +504.9% | 10,546 | +456.5% | 0.74% | +477.3% |
| Q3 2014 | $286,000 | -0.3% | 1,895 | +72.3% | 0.13% | -7.9% |
| Q2 2014 | $287,000 | -32.5% | 1,100 | -36.8% | 0.14% | -52.4% |
| Q4 2013 | $425,000 | +2.9% | 1,740 | -11.5% | 0.29% | +7.0% |
| Q2 2013 | $413,000 | – | 1,965 | – | 0.27% | – |
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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% |