SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 856 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $749,803 | +6.6% | 1,642 | +11.8% | 0.08% | +7.1% |
| Q2 2023 | $703,519 | +4.5% | 1,469 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $673,405 | +3.5% | 1,469 | 0.0% | 0.07% | -5.4% |
| Q4 2022 | $650,459 | +10.2% | 1,469 | 0.0% | 0.07% | -5.1% |
| Q3 2022 | $590,000 | -2.8% | 1,469 | 0.0% | 0.08% | -4.9% |
| Q2 2022 | $607,000 | -17.3% | 1,469 | -1.9% | 0.08% | -7.9% |
| Q1 2022 | $734,000 | -6.9% | 1,497 | -1.6% | 0.09% | -5.3% |
| Q4 2021 | $788,000 | +40.5% | 1,522 | +30.4% | 0.09% | +20.5% |
| Q3 2021 | $561,000 | +3640.0% | 1,167 | +3790.0% | 0.08% | +3800.0% |
| Q2 2021 | $15,000 | +7.1% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 30 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $8,000 | -27.3% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +22.2% | 30 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $9,000 | -18.2% | 30 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $11,000 | +10.0% | 30 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $10,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 30 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $9,000 | +12.5% | 30 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $8,000 | – | 30 | – | 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% |