SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,278,512 | +62.9% | 6,127 | +69.3% | 0.23% | +51.7% |
| Q1 2024 | $2,013,099 | -16.1% | 3,618 | -23.4% | 0.15% | -28.4% |
| Q4 2023 | $2,398,175 | +330.7% | 4,726 | +287.7% | 0.21% | +263.8% |
| Q3 2023 | $556,803 | +122.2% | 1,219 | +133.1% | 0.06% | +114.8% |
| Q2 2023 | $250,540 | -83.6% | 523 | -84.3% | 0.03% | -67.5% |
| Q1 2023 | $1,528,555 | -9.9% | 3,334 | -13.0% | 0.08% | -19.4% |
| Q4 2022 | $1,697,083 | +86.3% | 3,833 | +69.2% | 0.10% | +66.1% |
| Q3 2022 | $911,000 | -30.7% | 2,265 | -45.3% | 0.06% | -29.5% |
| Q2 2022 | $1,314,000 | +19.7% | 4,137 | +84.7% | 0.09% | +31.3% |
| Q1 2022 | $1,098,000 | -74.6% | 2,240 | -73.2% | 0.07% | -75.2% |
| Q4 2021 | $4,326,000 | -20.1% | 8,356 | -25.7% | 0.27% | -26.8% |
| Q3 2021 | $5,412,000 | +44.9% | 11,252 | +48.0% | 0.37% | +37.2% |
| Q2 2021 | $3,734,000 | -22.7% | 7,604 | -25.1% | 0.27% | -35.0% |
| Q1 2021 | $4,832,000 | +29.3% | 10,150 | +14.1% | 0.41% | +23.6% |
| Q4 2020 | $3,736,000 | +0.1% | 8,898 | -31.7% | 0.34% | +31.9% |
| Q3 2020 | $3,734,000 | +148.6% | 13,024 | +181.2% | 0.25% | +30.9% |
| Q2 2020 | $1,502,000 | -36.2% | 4,632 | -48.2% | 0.19% | -52.9% |
| Q1 2020 | $2,353,000 | -31.9% | 8,950 | -2.8% | 0.41% | -6.2% |
| Q4 2019 | $3,457,000 | +13.9% | 9,207 | +6.9% | 0.44% | -10.6% |
| Q3 2019 | $3,036,000 | -6.5% | 8,614 | -5.9% | 0.49% | -23.2% |
| Q2 2019 | $3,247,000 | +653.4% | 9,158 | +633.2% | 0.64% | +660.7% |
| Q1 2019 | $431,000 | +31.0% | 1,249 | +15.0% | 0.08% | +1.2% |
| Q4 2018 | $329,000 | -90.7% | 1,086 | -88.7% | 0.08% | -85.2% |
| Q3 2018 | $3,534,000 | +2.6% | 9,616 | -0.9% | 0.56% | -41.9% |
| Q2 2018 | $3,444,000 | +9.7% | 9,700 | +5.6% | 0.96% | +5.1% |
| Q1 2018 | $3,139,000 | -13.9% | 9,186 | -13.0% | 0.92% | +14.5% |
| Q4 2017 | $3,646,000 | +24.4% | 10,555 | +17.5% | 0.80% | +16.5% |
| Q3 2017 | $2,931,000 | – | 8,980 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |