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 2021 | $369,000 | -2.1% | 767 | 0.0% | 0.22% | +2.3% |
| Q2 2021 | $377,000 | +3.3% | 767 | 0.0% | 0.22% | -4.0% |
| Q1 2021 | $365,000 | +40.4% | 767 | 0.0% | 0.23% | +16.4% |
| Q4 2020 | $260,000 | -1.1% | 767 | 0.0% | 0.20% | -0.5% |
| Q3 2020 | $263,000 | +5.6% | 767 | 0.0% | 0.20% | -13.7% |
| Q2 2020 | $249,000 | +13.7% | 767 | 0.0% | 0.23% | +10.2% |
| Q1 2020 | $219,000 | -23.4% | 767 | 0.0% | 0.21% | -1.0% |
| Q4 2019 | $286,000 | +5.9% | 767 | 0.0% | 0.21% | -15.4% |
| Q3 2019 | $270,000 | -0.4% | 767 | 0.0% | 0.25% | -1.2% |
| Q2 2019 | $271,000 | +0.7% | 767 | 0.0% | 0.25% | -8.1% |
| Q1 2019 | $269,000 | +11.2% | 767 | 0.0% | 0.27% | -18.4% |
| Q4 2018 | $242,000 | -5.1% | 767 | 0.0% | 0.33% | +2.2% |
| Q3 2018 | $255,000 | -6.2% | 767 | 0.0% | 0.32% | +3.2% |
| Q2 2018 | $272,000 | +3.8% | 767 | 0.0% | 0.32% | +53.7% |
| Q1 2018 | $262,000 | -3.7% | 767 | 0.0% | 0.20% | +5.1% |
| Q4 2017 | $272,000 | – | 767 | – | 0.20% | – |
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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% |