SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 835 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $13,097,000 | +6.8% | 36,890 | +2.8% | 10.47% | +5.1% |
| Q1 2018 | $12,265,000 | -23.8% | 35,890 | -23.0% | 9.96% | -14.5% |
| Q4 2017 | $16,101,000 | +5.8% | 46,615 | 0.0% | 11.65% | +0.2% |
| Q3 2017 | $15,212,000 | +2.7% | 46,615 | 0.0% | 11.63% | -3.8% |
| Q2 2017 | $14,806,000 | +1.2% | 46,615 | -0.4% | 12.08% | +0.6% |
| Q1 2017 | $14,626,000 | +3.5% | 46,815 | 0.0% | 12.01% | +19.4% |
| Q4 2016 | $14,125,000 | +6.9% | 46,815 | 0.0% | 10.06% | +13.4% |
| Q3 2016 | $13,214,000 | +3.7% | 46,815 | 0.0% | 8.87% | +2.1% |
| Q2 2016 | $12,744,000 | +3.6% | 46,815 | 0.0% | 8.69% | +8.4% |
| Q1 2016 | $12,299,000 | +3.4% | 46,815 | 0.0% | 8.02% | +2.0% |
| Q4 2015 | $11,893,000 | +1.4% | 46,815 | -0.7% | 7.86% | -5.3% |
| Q3 2015 | $11,730,000 | -8.6% | 47,130 | +0.3% | 8.30% | -5.8% |
| Q2 2015 | $12,835,000 | -1.5% | 46,980 | 0.0% | 8.81% | +1.3% |
| Q1 2015 | $13,025,000 | +5.0% | 46,980 | 0.0% | 8.70% | -1.8% |
| Q4 2014 | $12,401,000 | – | 46,980 | – | 8.86% | – |
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% |