SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 808 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2017. The put-call ratio across all filers is 1.10 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,091 | +4.5% | 541 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $248,000 | +3.5% | 541 | 0.0% | 0.06% | -1.8% |
| Q4 2022 | $239,549 | +6.5% | 541 | -3.2% | 0.06% | 0.0% |
| Q3 2022 | $225,000 | -2.6% | 559 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $231,000 | -2.5% | 559 | +15.5% | 0.06% | +16.7% |
| Q1 2022 | $237,000 | -1.7% | 484 | +3.9% | 0.05% | +4.3% |
| Q4 2021 | $241,000 | +7.6% | 466 | 0.0% | 0.05% | -8.0% |
| Q3 2021 | $224,000 | -2.2% | 466 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $229,000 | +3.2% | 466 | 0.0% | 0.05% | +4.0% |
| Q1 2021 | $222,000 | +34.5% | 466 | 0.0% | 0.05% | +6.4% |
| Q2 2019 | $165,000 | -90.6% | 466 | -90.8% | 0.05% | -89.5% |
| Q4 2018 | $1,757,000 | +427.6% | 5,084 | +461.1% | 0.45% | +351.5% |
| Q3 2018 | $333,000 | +3.4% | 906 | 0.0% | 0.10% | -31.7% |
| Q2 2018 | $322,000 | +3.9% | 906 | 0.0% | 0.14% | -8.8% |
| Q1 2018 | $310,000 | -1.0% | 906 | 0.0% | 0.16% | -10.7% |
| Q4 2017 | $313,000 | – | 906 | – | 0.18% | – |
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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% |