SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 926 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $935,655 | -4.7% | 2,049 | 0.0% | 0.15% | -4.4% |
| Q2 2023 | $981,287 | +4.5% | 2,049 | 0.0% | 0.16% | -3.1% |
| Q1 2023 | $939,282 | +3.5% | 2,049 | 0.0% | 0.16% | -2.4% |
| Q4 2022 | $907,277 | +10.2% | 2,049 | 0.0% | 0.17% | -4.6% |
| Q3 2022 | $823,000 | -2.8% | 2,049 | 0.0% | 0.18% | +0.6% |
| Q2 2022 | $847,000 | -15.7% | 2,049 | 0.0% | 0.17% | -4.9% |
| Q1 2022 | $1,005,000 | -14.0% | 2,049 | -9.2% | 0.18% | -14.9% |
| Q4 2021 | $1,168,000 | +7.6% | 2,256 | 0.0% | 0.22% | -5.7% |
| Q3 2021 | $1,085,000 | -2.1% | 2,256 | 0.0% | 0.23% | -1.7% |
| Q2 2021 | $1,108,000 | +3.2% | 2,256 | 0.0% | 0.23% | +1.3% |
| Q1 2021 | $1,074,000 | -43.3% | 2,256 | -50.0% | 0.23% | +4.6% |
| Q4 2020 | $1,894,000 | +147.9% | 4,512 | +100.0% | 0.22% | +4.3% |
| Q3 2020 | $764,000 | +4.4% | 2,256 | 0.0% | 0.21% | -7.9% |
| Q2 2020 | $732,000 | +20.8% | 2,256 | -2.1% | 0.23% | -2.6% |
| Q1 2020 | $606,000 | -32.4% | 2,304 | -3.5% | 0.23% | -31.2% |
| Q4 2019 | $896,000 | +21.4% | 2,388 | +14.1% | 0.34% | +14.1% |
| Q3 2019 | $738,000 | -6.6% | 2,093 | -6.1% | 0.30% | -6.6% |
| Q2 2019 | $790,000 | +44.7% | 2,228 | +41.0% | 0.32% | +34.0% |
| Q1 2019 | $546,000 | +14.2% | 1,580 | 0.0% | 0.24% | -7.4% |
| Q4 2018 | $478,000 | -17.7% | 1,580 | 0.0% | 0.26% | -3.7% |
| Q3 2018 | $581,000 | +3.6% | 1,580 | 0.0% | 0.27% | -4.3% |
| Q2 2018 | $561,000 | +19.9% | 1,580 | +15.3% | 0.28% | -3.5% |
| Q1 2018 | $468,000 | -1.1% | 1,370 | 0.0% | 0.29% | +0.3% |
| Q4 2017 | $473,000 | +5.8% | 1,370 | 0.0% | 0.29% | -1.0% |
| Q3 2017 | $447,000 | -9.1% | 1,370 | -11.6% | 0.29% | -10.2% |
| Q2 2017 | $492,000 | +135.4% | 1,550 | +123.3% | 0.32% | +118.9% |
| Q4 2016 | $209,000 | – | 694 | – | 0.15% | – |
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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% |