SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 841 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2018. The put-call ratio across all filers is 0.77 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,324,422 | -5.6% | 11,660 | -1.0% | 1.49% | -1.3% |
| Q2 2023 | $5,638,207 | +3.1% | 11,773 | -1.3% | 1.51% | -5.4% |
| Q1 2023 | $5,468,373 | -0.6% | 11,929 | -4.0% | 1.60% | -8.7% |
| Q4 2022 | $5,500,337 | +5.1% | 12,422 | -4.0% | 1.75% | -7.0% |
| Q3 2022 | $5,233,000 | -2.2% | 12,937 | -0.1% | 1.88% | -1.5% |
| Q2 2022 | $5,353,000 | -21.2% | 12,947 | -6.5% | 1.91% | +1.6% |
| Q1 2022 | $6,794,000 | -99.9% | 13,853 | -8.0% | 1.88% | -10.0% |
| Q4 2021 | $7,799,000,000 | +7.7% | 15,065 | +0.1% | 2.08% | -14.0% |
| Q3 2021 | $7,240,000,000 | -4.2% | 15,055 | -2.2% | 2.42% | -6.2% |
| Q2 2021 | $7,559,000,000 | +0.9% | 15,394 | -2.2% | 2.59% | +0.2% |
| Q1 2021 | $7,490,000,000 | +11.4% | 15,734 | -1.7% | 2.58% | +5.9% |
| Q4 2020 | $6,724,000,000 | +24.0% | 16,012 | +0.1% | 2.44% | +1.5% |
| Q3 2020 | $5,421,000,000 | -17.2% | 15,998 | -20.7% | 2.40% | -13.1% |
| Q2 2020 | $6,547,000,000 | -8.7% | 20,175 | -26.1% | 2.76% | -31.4% |
| Q1 2020 | $7,172,000,000 | -62.0% | 27,284 | -45.7% | 4.02% | -48.7% |
| Q4 2019 | $18,856,000,000 | -10.4% | 50,233 | -15.8% | 7.85% | -30.1% |
| Q3 2019 | $21,040,000,000 | -4.4% | 59,693 | -3.8% | 11.22% | -4.3% |
| Q2 2019 | $21,998,000,000 | +2.9% | 62,038 | +0.3% | 11.72% | -4.2% |
| Q1 2019 | $21,369,000,000 | +12.9% | 61,867 | -1.1% | 12.24% | -0.1% |
| Q4 2018 | $18,932,000,000 | -19.9% | 62,549 | -2.7% | 12.26% | -7.4% |
| Q3 2018 | $23,625,000,000 | +3.9% | 64,292 | +0.4% | 13.24% | -4.4% |
| Q2 2018 | $22,731,000,000 | -2.8% | 64,028 | -6.5% | 13.84% | -3.0% |
| Q1 2018 | $23,389,000,000 | -2.0% | 68,444 | -0.9% | 14.28% | +1.9% |
| Q4 2017 | $23,867,000,000 | – | 69,096 | – | 14.01% | – |
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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% |