FormulaFolio Investments, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q2 2021$26,0000.0%520.0%0.01%
+12.5%
Q1 2021$26,000
-99.7%
52
-99.7%
0.01%
-94.9%
Q4 2020$7,496,000
+1647.3%
17,852
+1463.2%
0.16%
+946.7%
Q4 2019$429,000
+15.9%
1,142
+8.7%
0.02%
+7.1%
Q3 2019$370,000
+0.8%
1,051
+1.4%
0.01%
-6.7%
Q2 2019$367,000
+0.5%
1,036
-2.1%
0.02%
-6.2%
Q1 2019$365,000
+3.7%
1,058
+10.3%
0.02%
+6.7%
Q4 2018$352,0000.0%9590.0%0.02%0.0%
Q3 2018$352,000
-15.4%
959
-18.2%
0.02%
-25.0%
Q2 2018$416,000
+17.5%
1,173
+13.1%
0.02%
-4.8%
Q1 2018$354,000
+24.6%
1,037
+26.3%
0.02%
+10.5%
Q4 2017$284,000
+15.0%
821
+8.6%
0.02%0.0%
Q3 2017$247,000
-9.5%
756
-12.1%
0.02%
-24.0%
Q2 2017$273,000
-22.0%
860
-23.2%
0.02%
-35.9%
Q1 2017$350,000
+68.3%
1,120
+62.1%
0.04%
+39.3%
Q4 2016$208,000
-4.6%
691
-12.0%
0.03%
-58.2%
Q1 2015$218,000
+3.3%
785
-2.0%
0.07%
-18.3%
Q4 2014$211,0008010.08%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
LCM Capital Management Inc 40,846$18,652,12415.21%
Conservest Capital Advisors, Inc. 254,922$116,407,67314.05%
Divergent Planning, LLC 55,679$25,160,99713.55%
Granite Bay Wealth Management, LLC 2,536,853$1,215,71911.93%
Oldfather Financial Services, LLC 50,629$23,119,37911.73%
Tandem Wealth Advisors LLC 33,053$15,093,2009.22%
WADDELL & ASSOCIATES, LLC 137,870$62,956,9149.21%
CUMBERLAND ADVISORS INC 43,849$20,023,2078.88%
ARVEST TRUST CO N A 268,276$122,505,5527.99%
Hummer Financial Advisory Services Inc 16,973$7,776,9397.93%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders