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 | $366,118 | -9.0% | 802 | -4.5% | 0.01% | -15.4% |
| Q2 2023 | $402,298 | -33.6% | 840 | -36.5% | 0.01% | -40.9% |
| Q1 2023 | $605,983 | +51.3% | 1,322 | +46.1% | 0.02% | +37.5% |
| Q4 2022 | $400,632 | +25.2% | 905 | +13.7% | 0.02% | +14.3% |
| Q3 2022 | $320,000 | +13.9% | 796 | +17.8% | 0.01% | +16.7% |
| Q2 2022 | $281,000 | +20.6% | 676 | +40.0% | 0.01% | -7.7% |
| Q1 2021 | $233,000 | +9.4% | 483 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $213,000 | -99.5% | 483 | -99.6% | 0.01% | -99.8% |
| Q1 2019 | $44,604,000 | +176.5% | 129,136 | +171.8% | 7.74% | +127.0% |
| Q4 2018 | $16,131,000 | +242.0% | 47,509 | +270.2% | 3.41% | +197.2% |
| Q3 2018 | $4,716,000 | +12.0% | 12,833 | +8.2% | 1.15% | +2.3% |
| Q2 2018 | $4,209,000 | – | 11,857 | – | 1.12% | – |
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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% |