SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 516 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2014. The put-call ratio across all filers is 1.50 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,461 | -4.6% | 220 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $105,360 | +4.5% | 220 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $100,850 | +3.5% | 220 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $97,414 | +10.7% | 220 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $88,000 | -3.3% | 220 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $91,000 | -15.7% | 220 | 0.0% | 0.02% | -10.0% |
| Q1 2022 | $108,000 | +74.2% | 220 | +83.3% | 0.02% | +66.7% |
| Q4 2021 | $62,000 | +6.9% | 120 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $58,000 | -1.7% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $59,000 | +3.5% | 120 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $57,000 | +14.0% | 120 | 0.0% | 0.01% | +18.2% |
| Q4 2020 | $50,000 | +8.7% | 120 | -12.4% | 0.01% | 0.0% |
| Q3 2020 | $46,000 | +4.5% | 137 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $44,000 | +22.2% | 137 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $36,000 | -29.4% | 137 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $51,000 | +6.2% | 137 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $48,000 | -32.4% | 137 | -31.2% | 0.01% | -33.3% |
| Q2 2019 | $71,000 | +2.9% | 199 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $69,000 | -9.2% | 199 | -21.0% | 0.02% | -14.3% |
| Q4 2018 | $76,000 | -18.3% | 252 | 0.0% | 0.02% | -12.5% |
| Q3 2018 | $93,000 | +89.8% | 252 | +83.9% | 0.02% | +84.6% |
| Q2 2018 | $49,000 | +4.3% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $47,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $47,000 | +4.4% | 137 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $45,000 | +2.3% | 137 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $44,000 | +2.3% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $43,000 | -8.5% | 137 | -11.6% | 0.01% | -12.5% |
| Q4 2016 | $47,000 | +20.5% | 155 | +13.1% | 0.02% | +23.1% |
| Q3 2016 | $39,000 | +2.6% | 137 | -2.1% | 0.01% | 0.0% |
| Q2 2016 | $38,000 | +2.7% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $37,000 | +5.7% | 140 | +2.2% | 0.01% | 0.0% |
| Q4 2015 | $35,000 | +2.9% | 137 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $34,000 | -8.1% | 137 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $37,000 | -2.6% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $38,000 | +5.6% | 137 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $36,000 | +5.9% | 137 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $34,000 | -5.6% | 137 | 0.0% | 0.01% | -6.7% |
| Q2 2014 | $36,000 | +5.9% | 137 | 0.0% | 0.02% | -6.2% |
| Q1 2014 | $34,000 | – | 137 | – | 0.02% | – |
Download | ||||||
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% |