SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 856 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,671,344 | -5.1% | 5,850 | -0.4% | 1.24% | -0.8% |
| Q2 2023 | $2,813,597 | +3.3% | 5,875 | -1.2% | 1.25% | -7.3% |
| Q1 2023 | $2,724,790 | +2.6% | 5,944 | -0.9% | 1.35% | -5.9% |
| Q4 2022 | $2,656,297 | +9.8% | 5,999 | -0.4% | 1.43% | +4.8% |
| Q3 2022 | $2,420,000 | -4.0% | 6,026 | -1.1% | 1.37% | -0.2% |
| Q2 2022 | $2,521,000 | -15.8% | 6,096 | -0.1% | 1.37% | +5.5% |
| Q1 2022 | $2,993,000 | -5.6% | 6,102 | -0.3% | 1.30% | 0.0% |
| Q4 2021 | $3,169,000 | +6.1% | 6,122 | -1.4% | 1.30% | -5.3% |
| Q3 2021 | $2,986,000 | -2.5% | 6,210 | -0.4% | 1.37% | -4.0% |
| Q2 2021 | $3,061,000 | +3.0% | 6,235 | -0.1% | 1.43% | -5.3% |
| Q1 2021 | $2,971,000 | +10.0% | 6,240 | -3.0% | 1.51% | +1.8% |
| Q4 2020 | $2,702,000 | +22.8% | 6,435 | -0.9% | 1.48% | +7.4% |
| Q3 2020 | $2,201,000 | +1.9% | 6,495 | -2.4% | 1.38% | -6.5% |
| Q2 2020 | $2,159,000 | +22.5% | 6,655 | -0.7% | 1.48% | +1.4% |
| Q1 2020 | $1,763,000 | -34.6% | 6,705 | -6.7% | 1.46% | -18.0% |
| Q4 2019 | $2,697,000 | +5.8% | 7,185 | -0.7% | 1.77% | -4.4% |
| Q3 2019 | $2,550,000 | -1.5% | 7,235 | -0.9% | 1.86% | -7.4% |
| Q2 2019 | $2,590,000 | +2.0% | 7,304 | -0.6% | 2.00% | -4.2% |
| Q1 2019 | $2,538,000 | +9.2% | 7,349 | -4.3% | 2.09% | -4.7% |
| Q4 2018 | $2,324,000 | -18.7% | 7,679 | -1.3% | 2.20% | -8.2% |
| Q3 2018 | $2,858,000 | +3.1% | 7,779 | -0.3% | 2.39% | -7.9% |
| Q2 2018 | $2,771,000 | +3.3% | 7,804 | -0.6% | 2.60% | +1.6% |
| Q1 2018 | $2,682,000 | -1.3% | 7,849 | -0.2% | 2.56% | -5.9% |
| Q4 2017 | $2,716,000 | – | 7,864 | – | 2.72% | – |
Download | ||||||
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% |