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 | $1,751,128 | -4.6% | 3,821 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $1,836,010 | +4.5% | 3,821 | 0.0% | 0.14% | -0.7% |
| Q1 2023 | $1,756,381 | +3.0% | 3,821 | 0.0% | 0.14% | -14.5% |
| Q4 2022 | $1,704,788 | +8.4% | 3,821 | -1.9% | 0.16% | +5.3% |
| Q3 2022 | $1,572,000 | -2.8% | 3,896 | 0.0% | 0.15% | -5.0% |
| Q2 2022 | $1,618,000 | -15.7% | 3,896 | +0.0% | 0.16% | -11.7% |
| Q1 2022 | $1,920,000 | -5.4% | 3,895 | -0.4% | 0.18% | +7.8% |
| Q4 2021 | $2,030,000 | +7.1% | 3,910 | -0.5% | 0.17% | -1.2% |
| Q3 2021 | $1,895,000 | -2.1% | 3,930 | 0.0% | 0.17% | -4.0% |
| Q2 2021 | $1,935,000 | +359.6% | 3,930 | +346.6% | 0.18% | +282.6% |
| Q1 2021 | $421,000 | +108.4% | 880 | +83.3% | 0.05% | +100.0% |
| Q4 2020 | $202,000 | -21.1% | 480 | -33.6% | 0.02% | -54.0% |
| Q3 2019 | $256,000 | -1.2% | 723 | +0.1% | 0.05% | -2.0% |
| Q2 2019 | $259,000 | -46.9% | 722 | -48.7% | 0.05% | -46.3% |
| Q1 2019 | $488,000 | +74.3% | 1,407 | +52.9% | 0.10% | +48.4% |
| Q4 2018 | $280,000 | +32.7% | 920 | +61.4% | 0.06% | +48.8% |
| Q3 2018 | $211,000 | +3.4% | 570 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $204,000 | 0.0% | 570 | 0.0% | 0.04% | +7.5% |
| Q4 2017 | $204,000 | -53.5% | 570 | -58.7% | 0.04% | -59.2% |
| Q2 2017 | $439,000 | – | 1,380 | – | 0.10% | – |
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% |