SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 810 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $423,000 | +4.4% | 1,245 | 0.0% | 0.13% | +17.3% |
| Q2 2020 | $405,000 | +23.1% | 1,245 | 0.0% | 0.11% | +15.8% |
| Q1 2020 | $329,000 | -29.9% | 1,245 | 0.0% | 0.10% | -8.7% |
| Q4 2019 | $469,000 | +6.3% | 1,245 | 0.0% | 0.10% | -6.3% |
| Q3 2019 | $441,000 | -0.5% | 1,245 | 0.0% | 0.11% | +16.8% |
| Q2 2019 | $443,000 | +2.8% | 1,245 | 0.0% | 0.10% | +1.1% |
| Q1 2019 | $431,000 | +14.0% | 1,245 | 0.0% | 0.09% | +9.3% |
| Q4 2018 | $378,000 | -41.1% | 1,245 | -28.6% | 0.09% | -45.9% |
| Q3 2018 | $642,000 | +3.4% | 1,743 | 0.0% | 0.16% | -1.2% |
| Q2 2018 | $621,000 | +4.0% | 1,743 | 0.0% | 0.16% | +4.5% |
| Q1 2018 | $597,000 | -1.2% | 1,743 | 0.0% | 0.15% | -18.5% |
| Q4 2017 | $604,000 | – | 1,743 | – | 0.19% | – |
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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% |