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 | $262,568 | -4.7% | 575 | 0.0% | 0.02% | -5.9% |
| Q2 2023 | $275,373 | +4.5% | 575 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $263,586 | -3.8% | 575 | -7.1% | 0.02% | -15.0% |
| Q4 2022 | $274,087 | +10.1% | 619 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $249,000 | -2.7% | 619 | 0.0% | 0.02% | -8.7% |
| Q2 2022 | $256,000 | -28.3% | 619 | -15.0% | 0.02% | -23.3% |
| Q1 2022 | $357,000 | +19.8% | 728 | +26.6% | 0.03% | +15.4% |
| Q4 2021 | $298,000 | +24.2% | 575 | +15.0% | 0.03% | 0.0% |
| Q3 2021 | $240,000 | -2.4% | 500 | 0.0% | 0.03% | -25.7% |
| Q2 2021 | $246,000 | +3.4% | 500 | 0.0% | 0.04% | -14.6% |
| Q1 2021 | $238,000 | +8.2% | 500 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $220,000 | -9.8% | 500 | -23.0% | 0.04% | -21.2% |
| Q4 2019 | $244,000 | +6.6% | 649 | 0.0% | 0.05% | -5.5% |
| Q3 2019 | $229,000 | -0.4% | 649 | 0.0% | 0.06% | -1.8% |
| Q2 2019 | $230,000 | +2.7% | 649 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $224,000 | – | 649 | – | 0.06% | – |
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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% |