SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 841 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $362,000 | +13.1% | 760 | 0.0% | 0.10% | +7.9% |
| Q4 2020 | $320,000 | +19.0% | 760 | -4.2% | 0.09% | +7.2% |
| Q3 2020 | $269,000 | +4.3% | 793 | 0.0% | 0.08% | -3.5% |
| Q2 2020 | $258,000 | -10.1% | 793 | -27.4% | 0.09% | -27.7% |
| Q1 2020 | $287,000 | -3.7% | 1,093 | +37.8% | 0.12% | +16.7% |
| Q4 2019 | $298,000 | +6.4% | 793 | 0.0% | 0.10% | -1.9% |
| Q3 2019 | $280,000 | -0.7% | 793 | 0.0% | 0.10% | -1.0% |
| Q2 2019 | $282,000 | +2.9% | 793 | 0.0% | 0.10% | +2.9% |
| Q1 2019 | $274,000 | +14.2% | 793 | 0.0% | 0.10% | +3.0% |
| Q4 2018 | $240,000 | -17.5% | 793 | 0.0% | 0.10% | -3.9% |
| Q3 2018 | $291,000 | +3.2% | 793 | 0.0% | 0.10% | -4.6% |
| Q2 2018 | $282,000 | +6.4% | 793 | 0.0% | 0.11% | +0.9% |
| Q1 2018 | $265,000 | -3.6% | 793 | 0.0% | 0.11% | -6.1% |
| Q4 2017 | $275,000 | +5.8% | 793 | 0.0% | 0.11% | +0.9% |
| Q3 2017 | $260,000 | +3.2% | 793 | 0.0% | 0.11% | +0.9% |
| Q2 2017 | $252,000 | +0.8% | 793 | 0.0% | 0.11% | +1.8% |
| Q1 2017 | $250,000 | -4.9% | 793 | -5.9% | 0.11% | -5.2% |
| Q4 2016 | $263,000 | +11.0% | 843 | 0.0% | 0.12% | -38.3% |
| Q3 2016 | $237,000 | – | 843 | – | 0.19% | – |
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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% |