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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,192,481 | +5.1% | 8,263 | -5.4% | 0.46% | -4.2% |
| Q3 2023 | $3,989,207 | -6.6% | 8,736 | -2.0% | 0.48% | -4.6% |
| Q2 2023 | $4,269,004 | -12.2% | 8,914 | -15.9% | 0.50% | -16.4% |
| Q1 2023 | $4,859,604 | +1.9% | 10,601 | -1.6% | 0.60% | -0.7% |
| Q4 2022 | $4,768,848 | +11.8% | 10,770 | -33.6% | 0.61% | -39.1% |
| Q1 2020 | $4,264,000 | -72.4% | 16,221 | -60.6% | 1.00% | -70.5% |
| Q4 2019 | $15,457,000 | +9.2% | 41,177 | +2.6% | 3.38% | +0.5% |
| Q3 2019 | $14,149,000 | -4.6% | 40,142 | -4.0% | 3.36% | -4.8% |
| Q2 2019 | $14,832,000 | +9.2% | 41,829 | +6.4% | 3.53% | +2.0% |
| Q1 2019 | $13,578,000 | – | 39,310 | – | 3.46% | – |
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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% |