SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 806 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2018. The put-call ratio across all filers is 1.16 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,625 | -4.5% | 582 | +0.2% | 0.10% | -12.5% |
| Q2 2023 | $278,157 | +4.6% | 581 | +0.2% | 0.11% | -10.4% |
| Q1 2023 | $265,896 | +3.7% | 580 | +0.2% | 0.12% | -3.1% |
| Q4 2022 | $256,390 | +10.5% | 579 | +0.3% | 0.13% | +9.3% |
| Q3 2022 | $232,000 | -2.9% | 577 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $239,000 | -18.2% | 577 | -3.2% | 0.12% | -15.7% |
| Q1 2022 | $292,000 | -7.6% | 596 | -2.5% | 0.14% | +2.2% |
| Q4 2021 | $316,000 | +7.8% | 611 | +0.2% | 0.14% | -1.4% |
| Q3 2021 | $293,000 | -2.3% | 610 | -0.2% | 0.14% | -5.4% |
| Q2 2021 | $300,000 | +3.1% | 611 | 0.0% | 0.15% | -3.9% |
| Q1 2021 | $291,000 | +11.1% | 611 | -2.1% | 0.15% | +4.1% |
| Q4 2020 | $262,000 | +5.6% | 624 | -14.9% | 0.15% | -5.8% |
| Q3 2020 | $248,000 | -23.9% | 733 | -37.0% | 0.16% | -33.9% |
| Q2 2020 | $326,000 | -42.6% | 1,164 | -46.2% | 0.24% | -64.5% |
| Q1 2020 | $568,000 | -33.7% | 2,164 | -5.3% | 0.66% | +8.8% |
| Q4 2019 | $857,000 | +4.3% | 2,284 | -2.1% | 0.61% | -3.3% |
| Q3 2019 | $822,000 | -14.1% | 2,332 | -13.6% | 0.63% | -17.2% |
| Q2 2019 | $957,000 | -8.2% | 2,698 | -10.7% | 0.76% | -12.9% |
| Q1 2019 | $1,043,000 | +13.1% | 3,021 | -0.9% | 0.88% | -17.8% |
| Q4 2018 | $922,000 | -66.7% | 3,048 | -59.5% | 1.07% | -53.8% |
| Q3 2018 | $2,768,000 | +3.3% | 7,534 | -0.2% | 2.31% | -7.1% |
| Q2 2018 | $2,680,000 | +2.5% | 7,549 | -1.3% | 2.48% | -4.3% |
| Q1 2018 | $2,614,000 | -1.1% | 7,652 | +0.0% | 2.60% | +6.9% |
| Q4 2017 | $2,642,000 | – | 7,650 | – | 2.43% | – |
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% |