SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 564 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,907 | -6.4% | 525 | -1.9% | 0.13% | -2.3% |
| Q2 2023 | $256,396 | +2.7% | 535 | -0.9% | 0.13% | -1.5% |
| Q1 2023 | $249,542 | -4.2% | 540 | -8.2% | 0.13% | -9.5% |
| Q4 2022 | $260,361 | +10.3% | 588 | 0.0% | 0.15% | +0.7% |
| Q3 2022 | $236,000 | -5.2% | 588 | -2.2% | 0.15% | -0.7% |
| Q2 2022 | $249,000 | -20.2% | 601 | -5.5% | 0.15% | -2.6% |
| Q1 2022 | $312,000 | -2.2% | 636 | +3.1% | 0.15% | -17.4% |
| Q4 2021 | $319,000 | +1.9% | 617 | -5.1% | 0.18% | -6.1% |
| Q3 2021 | $313,000 | -0.9% | 650 | +1.1% | 0.20% | -1.5% |
| Q2 2021 | $316,000 | +6.4% | 643 | +3.2% | 0.20% | +2.6% |
| Q1 2021 | $297,000 | +13.4% | 623 | 0.0% | 0.19% | +6.0% |
| Q4 2020 | $262,000 | +20.2% | 623 | -3.1% | 0.18% | +7.0% |
| Q3 2020 | $218,000 | +4.3% | 643 | -0.2% | 0.17% | -7.1% |
| Q2 2020 | $209,000 | -5.0% | 644 | +10.1% | 0.18% | -3.2% |
| Q4 2019 | $220,000 | -13.0% | 585 | -18.6% | 0.19% | -18.8% |
| Q3 2019 | $253,000 | -19.7% | 719 | -19.1% | 0.23% | -22.3% |
| Q2 2019 | $315,000 | -21.8% | 889 | -19.0% | 0.30% | -23.0% |
| Q3 2018 | $403,000 | -17.1% | 1,097 | -22.0% | 0.39% | -16.1% |
| Q4 2017 | $486,000 | -40.9% | 1,406 | -53.3% | 0.47% | -39.1% |
| Q2 2015 | $822,000 | +2.5% | 3,010 | +4.0% | 0.76% | +2.7% |
| Q1 2015 | $802,000 | +1.9% | 2,893 | -2.9% | 0.74% | +0.7% |
| Q4 2014 | $787,000 | +6.6% | 2,980 | +0.7% | 0.74% | +2.5% |
| Q3 2014 | $738,000 | – | 2,960 | – | 0.72% | – |
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% |