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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $331,000 | -12.2% | 640 | -18.5% | 0.05% | -20.0% |
| Q3 2021 | $377,000 | -2.1% | 785 | 0.0% | 0.06% | -1.5% |
| Q2 2021 | $385,000 | -32.3% | 785 | -34.3% | 0.07% | -38.3% |
| Q1 2021 | $569,000 | +13.3% | 1,195 | 0.0% | 0.11% | +4.9% |
| Q4 2020 | $502,000 | +24.0% | 1,195 | 0.0% | 0.10% | +7.4% |
| Q3 2020 | $405,000 | +39.7% | 1,195 | +33.5% | 0.10% | +18.8% |
| Q2 2020 | $290,000 | +30.6% | 895 | +5.9% | 0.08% | +3.9% |
| Q1 2020 | $222,000 | -30.0% | 845 | 0.0% | 0.08% | -21.4% |
| Q4 2019 | $317,000 | +6.4% | 845 | 0.0% | 0.10% | -2.0% |
| Q3 2019 | $298,000 | -0.7% | 845 | 0.0% | 0.10% | -5.7% |
| Q2 2019 | $300,000 | +2.7% | 845 | 0.0% | 0.11% | -1.9% |
| Q1 2019 | $292,000 | -7.3% | 845 | -18.8% | 0.11% | -19.4% |
| Q4 2018 | $315,000 | -17.5% | 1,040 | 0.0% | 0.13% | -12.4% |
| Q3 2018 | $382,000 | +3.5% | 1,040 | 0.0% | 0.15% | -35.7% |
| Q2 2018 | $369,000 | +3.9% | 1,040 | 0.0% | 0.24% | -33.7% |
| Q1 2018 | $355,000 | -99.9% | 1,040 | 0.0% | 0.36% | -0.8% |
| Q4 2017 | $359,226,000 | – | 1,040 | – | 0.36% | – |
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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% |