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 | $825,343 | -5.2% | 1,817 | +0.1% | 0.21% | -1.9% |
| Q2 2023 | $871,011 | +5.0% | 1,816 | +0.1% | 0.22% | -3.1% |
| Q1 2023 | $829,699 | +3.4% | 1,815 | +0.1% | 0.22% | +1.8% |
| Q4 2022 | $802,691 | +8.8% | 1,813 | +0.1% | 0.22% | +7.9% |
| Q3 2022 | $738,000 | -1.3% | 1,811 | +0.1% | 0.20% | +9.1% |
| Q2 2022 | $748,000 | +47.0% | 1,809 | +74.3% | 0.19% | +73.8% |
| Q1 2022 | $509,000 | -45.7% | 1,038 | -42.7% | 0.11% | -38.5% |
| Q4 2021 | $938,000 | +88.4% | 1,811 | +75.0% | 0.17% | +72.3% |
| Q3 2021 | $498,000 | -43.9% | 1,035 | -42.8% | 0.10% | -41.3% |
| Q2 2021 | $888,000 | +3.1% | 1,809 | +0.1% | 0.17% | -13.6% |
| Q1 2021 | $861,000 | +9.7% | 1,808 | -3.3% | 0.20% | +8.2% |
| Q4 2020 | $785,000 | +19.7% | 1,869 | -3.2% | 0.18% | +8.2% |
| Q3 2020 | $656,000 | +161.4% | 1,930 | +149.0% | 0.17% | +123.7% |
| Q2 2020 | $251,000 | -66.0% | 775 | -74.0% | 0.08% | -74.1% |
| Q1 2020 | $739,000 | -50.2% | 2,976 | -24.7% | 0.29% | -35.7% |
| Q4 2019 | $1,483,000 | -10.8% | 3,951 | -16.2% | 0.46% | -2.6% |
| Q3 2019 | $1,662,000 | +18.3% | 4,716 | +19.0% | 0.47% | -2.7% |
| Q2 2019 | $1,405,000 | +0.6% | 3,962 | -1.9% | 0.48% | -3.6% |
| Q1 2019 | $1,397,000 | +13.3% | 4,037 | -1.0% | 0.50% | +27.3% |
| Q4 2018 | $1,233,000 | -17.5% | 4,076 | +0.2% | 0.39% | -13.8% |
| Q3 2018 | $1,494,000 | +11.9% | 4,068 | +8.2% | 0.46% | -9.7% |
| Q2 2018 | $1,335,000 | +15.5% | 3,760 | +8.9% | 0.50% | +15.6% |
| Q1 2018 | $1,156,000 | -52.8% | 3,454 | -54.5% | 0.44% | +12.4% |
| Q4 2017 | $2,448,000 | +196.4% | 7,588 | +194.0% | 0.39% | +19.8% |
| Q2 2017 | $826,000 | -11.8% | 2,581 | -14.0% | 0.32% | -22.7% |
| Q1 2017 | $937,000 | +117.9% | 3,000 | +110.5% | 0.42% | +83.8% |
| Q4 2016 | $430,000 | – | 1,425 | – | 0.23% | – |
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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% |