SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 808 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2017. The put-call ratio across all filers is 1.10 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,740 | +2.4% | 6 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,677 | -2.7% | 6 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,750 | +3.5% | 6 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,657 | +32.8% | 6 | 0.0% | 0.00% | +100.0% |
| Q3 2022 | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -33.3% | 6 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 6 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $2,000 | 0.0% | 6 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -33.3% | 6 | -33.3% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | -76.9% | 9 | -78.6% | 0.00% | -81.8% |
| Q4 2018 | $13,000 | -13.3% | 42 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 42 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | -81.2% | 42 | -82.1% | 0.01% | -82.5% |
| Q1 2018 | $80,000 | -1.2% | 234 | 0.0% | 0.06% | -1.6% |
| Q4 2017 | $81,000 | +6.6% | 234 | 0.0% | 0.06% | +3.2% |
| Q3 2017 | $76,000 | +2.7% | 234 | 0.0% | 0.06% | -17.3% |
| Q2 2017 | $74,000 | +19.4% | 234 | +18.2% | 0.08% | +38.9% |
| Q1 2017 | $62,000 | +195.2% | 198 | +191.2% | 0.05% | +184.2% |
| Q4 2016 | $21,000 | +250.0% | 68 | +195.7% | 0.02% | +216.7% |
| Q3 2016 | $6,000 | – | 23 | – | 0.01% | – |
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% |