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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,366 | -4.7% | 522 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $249,991 | +4.5% | 522 | 0.0% | 0.05% | +2.1% |
| Q1 2023 | $239,290 | +3.5% | 522 | 0.0% | 0.05% | -5.9% |
| Q4 2022 | $231,136 | +7.0% | 522 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $216,000 | 0.0% | 522 | 0.0% | 0.05% | +4.1% |
| Q2 2022 | $216,000 | -15.6% | 522 | 0.0% | 0.05% | -5.8% |
| Q1 2022 | $256,000 | -7.9% | 522 | -2.8% | 0.05% | +8.3% |
| Q4 2021 | $278,000 | +7.8% | 537 | 0.0% | 0.05% | +2.1% |
| Q3 2021 | $258,000 | -2.3% | 537 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $264,000 | +3.1% | 537 | 0.0% | 0.05% | -6.0% |
| Q1 2021 | $256,000 | -4.1% | 537 | -15.7% | 0.05% | -10.7% |
| Q4 2020 | $267,000 | +23.6% | 637 | 0.0% | 0.06% | +5.7% |
| Q3 2020 | $216,000 | +4.3% | 637 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $207,000 | +24.0% | 637 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $167,000 | -28.3% | 637 | +2.4% | 0.05% | -15.6% |
| Q4 2019 | $233,000 | +6.4% | 622 | 0.0% | 0.06% | -4.5% |
| Q3 2019 | $219,000 | -0.9% | 622 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $221,000 | +2.8% | 622 | 0.0% | 0.07% | -12.7% |
| Q1 2019 | $215,000 | +14.4% | 622 | 0.0% | 0.08% | +1.3% |
| Q4 2018 | $188,000 | -17.9% | 622 | 0.0% | 0.08% | -6.0% |
| Q3 2018 | $229,000 | +3.6% | 622 | 0.0% | 0.08% | -2.4% |
| Q2 2018 | $221,000 | +3.8% | 622 | 0.0% | 0.08% | +3.7% |
| Q1 2018 | $213,000 | -0.9% | 622 | 0.0% | 0.08% | -3.5% |
| Q4 2017 | $215,000 | +5.9% | 622 | 0.0% | 0.08% | -4.5% |
| Q3 2017 | $203,000 | +2.5% | 622 | 0.0% | 0.09% | -9.2% |
| Q2 2017 | $198,000 | +2.1% | 622 | 0.0% | 0.10% | -2.0% |
| Q1 2017 | $194,000 | +3.2% | 622 | 0.0% | 0.10% | -7.4% |
| Q4 2016 | $188,000 | +6.8% | 622 | 0.0% | 0.11% | -4.4% |
| Q3 2016 | $176,000 | +4.1% | 622 | 0.0% | 0.11% | -6.6% |
| Q2 2016 | $169,000 | +3.7% | 622 | 0.0% | 0.12% | -1.6% |
| Q1 2016 | $163,000 | – | 622 | – | 0.12% | – |
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% |