SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 694 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,233,000 | +68.0% | 2,937 | +35.5% | 0.11% | +46.6% |
| Q3 2020 | $734,000 | +4.4% | 2,167 | 0.0% | 0.07% | -2.7% |
| Q2 2020 | $703,000 | +23.3% | 2,167 | 0.0% | 0.08% | +15.4% |
| Q1 2020 | $570,000 | -32.7% | 2,167 | -4.0% | 0.06% | -16.7% |
| Q4 2019 | $847,000 | +10.9% | 2,257 | +4.2% | 0.08% | +4.0% |
| Q3 2019 | $764,000 | -0.5% | 2,167 | 0.0% | 0.08% | -1.3% |
| Q2 2019 | $768,000 | +2.0% | 2,167 | -0.6% | 0.08% | +4.1% |
| Q1 2019 | $753,000 | +12.4% | 2,181 | -1.4% | 0.07% | -2.7% |
| Q4 2018 | $670,000 | -17.6% | 2,212 | 0.0% | 0.08% | -9.6% |
| Q3 2018 | $813,000 | +2.5% | 2,212 | -1.0% | 0.08% | -3.5% |
| Q2 2018 | $793,000 | +0.9% | 2,234 | -7.3% | 0.09% | -11.3% |
| Q1 2018 | $786,000 | -5.0% | 2,409 | +0.6% | 0.10% | 0.0% |
| Q4 2017 | $827,000 | +5.2% | 2,394 | -0.6% | 0.10% | 0.0% |
| Q3 2017 | $786,000 | -3.4% | 2,409 | -6.0% | 0.10% | -8.5% |
| Q2 2017 | $814,000 | +1.6% | 2,564 | 0.0% | 0.11% | -2.8% |
| Q1 2017 | $801,000 | +7.8% | 2,564 | +4.1% | 0.11% | -1.8% |
| Q4 2016 | $743,000 | +6.8% | 2,464 | 0.0% | 0.11% | +2.8% |
| Q3 2016 | $696,000 | +3.7% | 2,464 | 0.0% | 0.11% | 0.0% |
| Q2 2016 | $671,000 | +3.7% | 2,464 | 0.0% | 0.11% | +0.9% |
| Q1 2016 | $647,000 | +0.3% | 2,464 | -3.0% | 0.11% | -4.5% |
| Q4 2015 | $645,000 | +20.8% | 2,539 | +18.3% | 0.11% | +12.0% |
| Q3 2015 | $534,000 | -23.3% | 2,147 | -15.7% | 0.10% | -21.9% |
| Q2 2015 | $696,000 | +11.5% | 2,547 | +13.1% | 0.13% | +12.3% |
| Q1 2015 | $624,000 | +5.1% | 2,251 | 0.0% | 0.11% | -47.2% |
| Q4 2014 | $594,000 | +5.9% | 2,251 | 0.0% | 0.22% | -9.6% |
| Q3 2014 | $561,000 | -4.4% | 2,251 | 0.0% | 0.24% | -4.8% |
| Q2 2014 | $587,000 | +4.1% | 2,251 | 0.0% | 0.25% | -5.6% |
| Q1 2014 | $564,000 | +2.5% | 2,251 | 0.0% | 0.27% | -18.9% |
| Q4 2013 | $550,000 | – | 2,251 | – | 0.33% | – |
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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% |