SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 855 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $274,497 | -3.8% | 513 | 0.0% | 0.01% | -7.1% |
| Q1 2024 | $285,434 | -26.1% | 513 | -44.2% | 0.01% | -56.2% |
| Q4 2020 | $386,000 | +23.7% | 920 | 0.0% | 0.03% | +14.3% |
| Q3 2020 | $312,000 | +4.3% | 920 | 0.0% | 0.03% | -3.4% |
| Q2 2020 | $299,000 | +23.6% | 920 | 0.0% | 0.03% | +7.4% |
| Q1 2020 | $242,000 | -29.9% | 920 | 0.0% | 0.03% | -12.9% |
| Q4 2019 | $345,000 | +6.5% | 920 | 0.0% | 0.03% | -6.1% |
| Q3 2019 | $324,000 | -0.6% | 920 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $326,000 | +2.5% | 920 | 0.0% | 0.03% | -5.7% |
| Q1 2019 | $318,000 | +44.5% | 920 | +53.3% | 0.04% | -41.7% |
| Q3 2018 | $220,000 | +3.3% | 600 | 0.0% | 0.06% | -9.1% |
| Q2 2018 | $213,000 | +3.9% | 600 | 0.0% | 0.07% | -4.3% |
| Q1 2018 | $205,000 | -1.0% | 600 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $207,000 | – | 600 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |