SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 502 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2013. The put-call ratio across all filers is 1.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,811 | -4.6% | 1,051 | +0.1% | 0.05% | -20.3% |
| Q2 2023 | $503,091 | +4.5% | 1,050 | 0.0% | 0.06% | +23.1% |
| Q1 2023 | $481,459 | +3.6% | 1,050 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $464,930 | +11.0% | 1,050 | +0.6% | 0.05% | +12.8% |
| Q3 2022 | $419,000 | -3.0% | 1,044 | 0.0% | 0.05% | +4.4% |
| Q2 2022 | $432,000 | -15.6% | 1,044 | 0.0% | 0.04% | -6.2% |
| Q1 2022 | $512,000 | -5.2% | 1,044 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $540,000 | +7.6% | 1,044 | 0.0% | 0.05% | +6.4% |
| Q3 2021 | $502,000 | -10.7% | 1,044 | -8.7% | 0.05% | -11.3% |
| Q2 2021 | $562,000 | +13.1% | 1,144 | +9.6% | 0.05% | +1.9% |
| Q1 2021 | $497,000 | +13.5% | 1,044 | 0.0% | 0.05% | +4.0% |
| Q4 2020 | $438,000 | +23.7% | 1,044 | 0.0% | 0.05% | +4.2% |
| Q3 2020 | $354,000 | +2.3% | 1,044 | -2.0% | 0.05% | -5.9% |
| Q2 2020 | $346,000 | +26.3% | 1,065 | +2.0% | 0.05% | +6.2% |
| Q1 2020 | $274,000 | -32.5% | 1,044 | -3.4% | 0.05% | -29.4% |
| Q4 2019 | $406,000 | +6.8% | 1,081 | +0.3% | 0.07% | -1.4% |
| Q3 2019 | $380,000 | 0.0% | 1,078 | +0.5% | 0.07% | -2.8% |
| Q2 2019 | $380,000 | -5.7% | 1,073 | -8.0% | 0.07% | -10.1% |
| Q1 2019 | $403,000 | +14.2% | 1,166 | -0.1% | 0.08% | -2.5% |
| Q4 2018 | $353,000 | -35.1% | 1,167 | -21.1% | 0.08% | -34.7% |
| Q3 2018 | $544,000 | +3.6% | 1,479 | 0.0% | 0.12% | -12.1% |
| Q2 2018 | $525,000 | +4.0% | 1,479 | 0.0% | 0.14% | -3.4% |
| Q1 2018 | $505,000 | -1.2% | 1,479 | 0.0% | 0.15% | +9.0% |
| Q4 2017 | $511,000 | +5.8% | 1,479 | 0.0% | 0.13% | -0.7% |
| Q3 2017 | $483,000 | +23.8% | 1,479 | +20.3% | 0.14% | +16.4% |
| Q2 2017 | $390,000 | +0.5% | 1,229 | -1.1% | 0.12% | -3.3% |
| Q1 2017 | $388,000 | +3.2% | 1,243 | -0.2% | 0.12% | +8.1% |
| Q4 2016 | $376,000 | +45.7% | 1,246 | +36.2% | 0.11% | +32.1% |
| Q3 2016 | $258,000 | +3.6% | 915 | 0.0% | 0.08% | -8.7% |
| Q2 2016 | $249,000 | +3.8% | 915 | 0.0% | 0.09% | -25.2% |
| Q1 2016 | $240,000 | +3.4% | 915 | +0.1% | 0.12% | +6.0% |
| Q4 2015 | $232,000 | +1.8% | 914 | 0.0% | 0.12% | -11.5% |
| Q3 2015 | $228,000 | -8.8% | 914 | 0.0% | 0.13% | +4.8% |
| Q2 2015 | $250,000 | -3.1% | 914 | -1.6% | 0.12% | -5.3% |
| Q1 2015 | $258,000 | +5.3% | 929 | 0.0% | 0.13% | +2.3% |
| Q4 2014 | $245,000 | -8.6% | 929 | -13.7% | 0.13% | -16.2% |
| Q3 2014 | $268,000 | +10.7% | 1,076 | +15.8% | 0.15% | +10.8% |
| Q2 2014 | $242,000 | +3.9% | 929 | 0.0% | 0.14% | -12.0% |
| Q1 2014 | $233,000 | +2.6% | 929 | 0.0% | 0.16% | +17.0% |
| Q4 2013 | $227,000 | – | 929 | – | 0.14% | – |
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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% |