SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 841 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2018. The put-call ratio across all filers is 0.77 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $867,000 | +190.9% | 2,160 | +200.0% | 0.12% | +1.8% |
| Q2 2022 | $298,000 | -39.3% | 720 | -28.1% | 0.11% | -30.2% |
| Q1 2022 | $491,000 | -12.0% | 1,002 | -7.0% | 0.16% | -11.5% |
| Q4 2021 | $558,000 | +3.3% | 1,077 | -4.0% | 0.18% | -7.1% |
| Q3 2021 | $540,000 | -2.0% | 1,122 | 0.0% | 0.20% | 0.0% |
| Q2 2021 | $551,000 | +3.2% | 1,122 | 0.0% | 0.20% | -7.1% |
| Q1 2021 | $534,000 | +0.2% | 1,122 | -11.6% | 0.21% | -3.2% |
| Q4 2020 | $533,000 | +24.0% | 1,269 | 0.0% | 0.22% | +7.4% |
| Q3 2020 | $430,000 | +4.4% | 1,269 | 0.0% | 0.20% | -6.4% |
| Q2 2020 | $412,000 | +23.4% | 1,269 | 0.0% | 0.22% | -1.8% |
| Q1 2020 | $334,000 | -29.8% | 1,269 | 0.0% | 0.22% | -8.3% |
| Q4 2019 | $476,000 | +6.5% | 1,269 | 0.0% | 0.24% | +0.8% |
| Q3 2019 | $447,000 | -4.5% | 1,269 | -3.8% | 0.24% | -2.0% |
| Q2 2019 | $468,000 | -21.6% | 1,319 | -23.7% | 0.24% | -18.6% |
| Q1 2019 | $597,000 | -3.1% | 1,729 | -15.0% | 0.30% | -18.0% |
| Q4 2018 | $616,000 | – | 2,034 | – | 0.37% | – |
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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% |