SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 611 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,685,567 | -3.9% | 5,019 | -0.1% | 1.28% | -4.9% |
| Q1 2024 | $2,795,354 | -1.2% | 5,024 | -9.9% | 1.34% | -7.3% |
| Q4 2023 | $2,830,166 | +11.0% | 5,578 | -0.1% | 1.45% | -0.5% |
| Q3 2023 | $2,550,334 | -6.2% | 5,585 | -1.7% | 1.46% | -1.6% |
| Q2 2023 | $2,719,730 | +1.9% | 5,679 | -2.5% | 1.48% | -4.7% |
| Q1 2023 | $2,669,780 | -3.3% | 5,824 | -6.6% | 1.55% | -5.8% |
| Q4 2022 | $2,760,353 | +8.6% | 6,234 | -1.5% | 1.65% | -1.3% |
| Q3 2022 | $2,541,000 | -5.4% | 6,326 | -2.6% | 1.67% | -2.3% |
| Q2 2022 | $2,686,000 | -15.8% | 6,496 | -0.2% | 1.71% | +0.6% |
| Q1 2022 | $3,191,000 | -7.0% | 6,506 | -1.8% | 1.70% | -2.8% |
| Q4 2021 | $3,431,000 | +6.8% | 6,628 | -0.8% | 1.75% | -1.2% |
| Q3 2021 | $3,212,000 | -3.4% | 6,680 | -1.3% | 1.77% | -2.0% |
| Q2 2021 | $3,324,000 | +2.2% | 6,770 | -0.9% | 1.80% | -3.5% |
| Q1 2021 | $3,251,000 | +8.5% | 6,829 | -4.3% | 1.87% | +1.2% |
| Q4 2020 | $2,997,000 | +22.9% | 7,138 | -0.8% | 1.85% | +12.4% |
| Q3 2020 | $2,438,000 | +3.4% | 7,196 | -1.0% | 1.64% | -4.9% |
| Q2 2020 | $2,358,000 | +22.6% | 7,266 | -0.7% | 1.73% | +0.4% |
| Q1 2020 | $1,923,000 | -47.2% | 7,315 | -24.6% | 1.72% | -31.9% |
| Q4 2019 | $3,644,000 | +5.0% | 9,706 | -1.4% | 2.53% | -2.2% |
| Q3 2019 | $3,471,000 | -0.6% | 9,846 | 0.0% | 2.59% | -0.3% |
| Q2 2019 | $3,491,000 | +2.1% | 9,846 | -0.5% | 2.60% | -1.8% |
| Q1 2019 | $3,418,000 | +12.6% | 9,896 | -1.3% | 2.64% | -1.9% |
| Q4 2018 | $3,036,000 | -19.6% | 10,031 | -2.4% | 2.69% | -4.7% |
| Q3 2018 | $3,778,000 | -22.8% | 10,281 | -25.4% | 2.83% | -21.4% |
| Q2 2018 | $4,891,000 | +2.2% | 13,776 | -1.6% | 3.59% | -0.7% |
| Q1 2018 | $4,786,000 | -4.6% | 14,006 | -3.6% | 3.62% | -2.1% |
| Q4 2017 | $5,018,000 | -15.6% | 14,528 | -20.3% | 3.69% | -15.3% |
| Q3 2017 | $5,947,000 | +2.4% | 18,222 | -0.4% | 4.36% | -0.3% |
| Q2 2017 | $5,810,000 | -0.4% | 18,292 | -2.1% | 4.37% | -5.5% |
| Q1 2017 | $5,836,000 | +2.9% | 18,681 | -0.7% | 4.62% | -1.3% |
| Q4 2016 | $5,674,000 | +6.7% | 18,805 | -0.2% | 4.68% | +5.2% |
| Q3 2016 | $5,317,000 | -49.4% | 18,835 | -51.2% | 4.45% | -6.1% |
| Q2 2016 | $10,514,000 | +95.6% | 38,622 | +88.8% | 4.74% | -0.5% |
| Q1 2016 | $5,375,000 | -20.2% | 20,459 | -22.9% | 4.76% | -21.5% |
| Q4 2015 | $6,739,000 | -2.1% | 26,528 | -4.1% | 6.07% | -6.2% |
| Q3 2015 | $6,883,000 | -7.0% | 27,656 | +2.1% | 6.47% | +1.9% |
| Q2 2015 | $7,398,000 | -6.2% | 27,081 | -4.8% | 6.35% | -7.9% |
| Q1 2015 | $7,883,000 | +1.8% | 28,435 | -3.0% | 6.90% | +2.8% |
| Q4 2014 | $7,740,000 | +1.5% | 29,322 | -4.2% | 6.71% | -0.2% |
| Q3 2014 | $7,627,000 | -5.5% | 30,593 | -1.3% | 6.72% | -3.1% |
| Q2 2014 | $8,073,000 | +1.3% | 30,983 | -2.6% | 6.94% | -3.1% |
| Q1 2014 | $7,967,000 | – | 31,796 | – | 7.16% | – |
Download | ||||||
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% |