SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 931 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $458,564 | -3.8% | 857 | 0.0% | 0.04% | -4.7% |
| Q1 2024 | $476,835 | +751.5% | 857 | +442.4% | 0.04% | +207.1% |
| Q3 2019 | $56,000 | 0.0% | 158 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $56,000 | +1.8% | 158 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $55,000 | +14.6% | 158 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $48,000 | -21.3% | 158 | -5.4% | 0.02% | -28.6% |
| Q3 2018 | $61,000 | +3.4% | 167 | 0.0% | 0.02% | -8.7% |
| Q2 2018 | $59,000 | -10.6% | 167 | -13.0% | 0.02% | -14.8% |
| Q1 2018 | $66,000 | +13.8% | 192 | +15.0% | 0.03% | +58.8% |
| Q4 2017 | $58,000 | +7.4% | 167 | 0.0% | 0.02% | -34.6% |
| Q3 2017 | $54,000 | – | 167 | – | 0.03% | – |
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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% |