SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 687 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2017. The put-call ratio across all filers is 0.94 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,958,508 | -0.6% | 4,289 | +4.2% | 0.28% | +9.1% |
| Q2 2023 | $1,970,620 | +5.9% | 4,115 | +1.4% | 0.25% | +9.6% |
| Q1 2023 | $1,861,050 | +3.3% | 4,060 | -0.2% | 0.23% | +2.7% |
| Q4 2022 | $1,801,925 | +6.8% | 4,069 | -3.1% | 0.22% | -3.0% |
| Q3 2022 | $1,687,000 | -3.7% | 4,200 | -0.8% | 0.23% | +4.5% |
| Q2 2022 | $1,751,000 | -16.1% | 4,234 | -0.4% | 0.22% | +1.4% |
| Q1 2022 | $2,086,000 | -5.8% | 4,253 | -0.6% | 0.22% | -7.2% |
| Q4 2021 | $2,215,000 | +7.4% | 4,279 | -0.2% | 0.24% | +4.4% |
| Q3 2021 | $2,062,000 | +13.3% | 4,288 | +12.2% | 0.22% | +17.8% |
| Q1 2021 | $1,820,000 | +6.2% | 3,823 | -6.3% | 0.19% | -16.6% |
| Q4 2020 | $1,713,000 | +23.2% | 4,080 | -0.6% | 0.23% | +0.9% |
| Q3 2020 | $1,390,000 | +0.3% | 4,104 | -3.9% | 0.23% | +4.1% |
| Q2 2020 | $1,386,000 | +25.2% | 4,271 | +1.5% | 0.22% | +10.7% |
| Q1 2020 | $1,107,000 | -36.2% | 4,209 | -8.9% | 0.20% | +7.7% |
| Q4 2019 | $1,735,000 | +6.5% | 4,622 | +0.0% | 0.18% | +6.4% |
| Q3 2019 | $1,629,000 | +121.9% | 4,620 | +123.3% | 0.17% | +138.9% |
| Q2 2019 | $734,000 | +2.8% | 2,069 | +0.0% | 0.07% | +12.5% |
| Q1 2019 | $714,000 | -5.9% | 2,068 | -17.5% | 0.06% | -15.8% |
| Q4 2018 | $759,000 | +24.4% | 2,508 | +51.2% | 0.08% | +72.7% |
| Q3 2018 | $610,000 | +3.6% | 1,659 | +0.1% | 0.04% | +7.3% |
| Q2 2018 | $589,000 | +4.1% | 1,658 | +0.1% | 0.04% | +10.8% |
| Q1 2018 | $566,000 | -1.0% | 1,657 | +0.1% | 0.04% | +5.7% |
| Q4 2017 | $572,000 | +6.1% | 1,655 | +0.1% | 0.04% | +20.7% |
| Q3 2017 | $539,000 | +2.7% | 1,653 | +0.1% | 0.03% | +16.0% |
| Q2 2017 | $525,000 | +1.7% | 1,652 | +0.1% | 0.02% | +8.7% |
| Q1 2017 | $516,000 | – | 1,651 | – | 0.02% | – |
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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% |