SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $372,000 | +23.2% | 1,148 | 0.0% | 0.18% | +57.9% |
| Q1 2020 | $302,000 | -29.9% | 1,148 | 0.0% | 0.11% | -1.7% |
| Q4 2019 | $431,000 | +6.2% | 1,148 | 0.0% | 0.12% | +7.4% |
| Q3 2019 | $406,000 | -0.5% | 1,148 | 0.0% | 0.11% | +5.9% |
| Q2 2019 | $408,000 | +3.0% | 1,148 | 0.0% | 0.10% | +5.2% |
| Q1 2019 | $396,000 | +13.8% | 1,148 | 0.0% | 0.10% | +19.8% |
| Q4 2018 | $348,000 | -17.3% | 1,148 | +0.2% | 0.08% | -5.8% |
| Q3 2018 | $421,000 | -2.5% | 1,146 | -5.9% | 0.09% | -14.0% |
| Q2 2018 | $432,000 | +6.4% | 1,218 | +3.7% | 0.10% | -18.0% |
| Q4 2017 | $406,000 | +0.5% | 1,174 | -5.0% | 0.12% | +38.6% |
| Q3 2017 | $404,000 | +2.0% | 1,236 | +1.1% | 0.09% | -8.3% |
| Q2 2017 | $396,000 | +3.1% | 1,222 | 0.0% | 0.10% | +1.1% |
| Q1 2017 | $384,000 | -1.8% | 1,222 | -3.8% | 0.10% | -16.7% |
| Q4 2016 | $391,000 | -6.5% | 1,270 | -18.4% | 0.11% | +7.5% |
| Q3 2016 | $418,000 | -7.3% | 1,556 | -4.3% | 0.11% | -29.8% |
| Q2 2016 | $451,000 | -7.4% | 1,626 | -11.5% | 0.15% | -12.7% |
| Q1 2016 | $487,000 | +15.1% | 1,837 | -0.4% | 0.17% | -9.9% |
| Q4 2015 | $423,000 | – | 1,845 | – | 0.19% | – |
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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% |