SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 848 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,333,954 | -3.8% | 2,493 | 0.0% | 0.06% | -6.0% |
| Q1 2024 | $1,387,105 | +9.7% | 2,493 | 0.0% | 0.07% | -1.5% |
| Q4 2023 | $1,264,898 | +12.1% | 2,493 | +0.8% | 0.07% | +9.7% |
| Q3 2023 | $1,128,814 | -4.7% | 2,472 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $1,183,866 | +4.5% | 2,472 | 0.0% | 0.06% | +1.7% |
| Q1 2023 | $1,133,188 | +3.5% | 2,472 | 0.0% | 0.06% | -10.4% |
| Q4 2022 | $1,094,577 | -8.0% | 2,472 | -16.6% | 0.07% | -19.3% |
| Q3 2022 | $1,190,000 | -55.7% | 2,963 | -54.4% | 0.08% | -59.1% |
| Q2 2022 | $2,689,000 | +2461.0% | 6,504 | +2097.3% | 0.20% | +1094.1% |
| Q2 2019 | $105,000 | +2.9% | 296 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $102,000 | -36.2% | 296 | -43.9% | 0.02% | -47.1% |
| Q4 2018 | $160,000 | – | 528 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |