SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 810 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512,533 | -0.1% | 1,122 | +4.8% | 0.09% | 0.0% |
| Q2 2023 | $512,798 | +7.3% | 1,071 | +2.8% | 0.09% | +10.6% |
| Q1 2023 | $477,811 | +10.3% | 1,042 | +6.4% | 0.08% | -1.2% |
| Q4 2022 | $433,284 | -17.0% | 979 | -24.7% | 0.09% | -27.7% |
| Q3 2022 | $522,000 | +14.2% | 1,300 | +17.6% | 0.12% | +16.7% |
| Q2 2022 | $457,000 | -28.3% | 1,105 | -14.9% | 0.10% | -24.4% |
| Q1 2022 | $637,000 | -5.1% | 1,299 | +0.2% | 0.14% | -8.8% |
| Q4 2021 | $671,000 | +10.7% | 1,297 | +2.9% | 0.15% | +0.7% |
| Q3 2021 | $606,000 | -7.3% | 1,260 | -5.5% | 0.15% | -10.4% |
| Q2 2021 | $654,000 | +395.5% | 1,333 | +381.2% | 0.16% | +382.4% |
| Q1 2021 | $132,000 | +36.1% | 277 | -7.4% | 0.03% | +6.2% |
| Q2 2020 | $97,000 | +1.0% | 299 | -18.5% | 0.03% | -15.8% |
| Q1 2020 | $96,000 | -29.9% | 367 | +0.3% | 0.04% | -13.6% |
| Q4 2019 | $137,000 | +5.4% | 366 | -0.5% | 0.04% | -2.2% |
| Q3 2019 | $130,000 | -4.4% | 368 | -4.2% | 0.04% | -11.8% |
| Q2 2019 | $136,000 | -9.3% | 384 | -11.7% | 0.05% | -19.0% |
| Q1 2019 | $150,000 | +7.1% | 435 | -6.0% | 0.06% | -13.7% |
| Q4 2018 | $140,000 | -7.9% | 463 | +12.4% | 0.07% | +4.3% |
| Q3 2018 | $152,000 | +25.6% | 412 | +21.2% | 0.07% | +4.5% |
| Q2 2018 | $121,000 | +5.2% | 340 | +0.3% | 0.07% | -1.5% |
| Q1 2018 | $115,000 | +4.5% | 339 | +6.6% | 0.07% | -13.9% |
| Q4 2017 | $110,000 | – | 318 | – | 0.08% | – |
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% |