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 | $841,588 | -4.7% | 1,843 | 0.0% | 0.06% | -11.1% |
| Q2 2023 | $882,631 | +4.5% | 1,843 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $844,850 | +7.4% | 1,843 | +3.8% | 0.06% | -1.5% |
| Q4 2022 | $786,395 | -19.7% | 1,776 | -36.0% | 0.07% | -82.4% |
| Q3 2019 | $979,000 | -0.6% | 2,777 | 0.0% | 0.38% | -4.6% |
| Q2 2019 | $985,000 | +2.7% | 2,777 | 0.0% | 0.39% | -24.1% |
| Q1 2019 | $959,000 | +12.6% | 2,777 | -1.3% | 0.52% | -8.8% |
| Q4 2018 | $852,000 | – | 2,814 | – | 0.57% | – |
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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% |