SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 860 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,567,606 | +91.7% | 2,930 | +99.5% | 0.16% | -18.7% |
| Q1 2024 | $817,814 | -53.9% | 1,469 | -58.0% | 0.20% | -18.2% |
| Q4 2023 | $1,774,128 | +103.1% | 3,496 | +82.7% | 0.24% | -15.7% |
| Q3 2023 | $873,701 | -5.5% | 1,913 | -0.9% | 0.29% | -3.4% |
| Q2 2023 | $924,939 | +0.9% | 1,931 | -3.4% | 0.30% | -0.7% |
| Q1 2023 | $916,519 | +3.5% | 1,999 | 0.0% | 0.30% | -2.6% |
| Q4 2022 | $885,288 | +10.2% | 1,999 | 0.0% | 0.31% | -2.5% |
| Q3 2022 | $803,000 | -5.6% | 1,999 | -2.9% | 0.32% | -3.7% |
| Q2 2022 | $851,000 | -1.0% | 2,058 | +17.3% | 0.33% | +12.4% |
| Q1 2022 | $860,000 | -2.1% | 1,754 | +3.5% | 0.29% | -0.7% |
| Q4 2021 | $878,000 | +5.5% | 1,695 | -2.0% | 0.29% | -7.3% |
| Q3 2021 | $832,000 | -49.5% | 1,729 | -50.0% | 0.32% | -24.2% |
| Q1 2021 | $1,647,000 | +13.4% | 3,460 | 0.0% | 0.42% | +18.8% |
| Q4 2020 | $1,453,000 | +143.8% | 3,460 | +96.7% | 0.35% | 0.0% |
| Q3 2020 | $596,000 | +2.2% | 1,759 | -2.1% | 0.35% | -7.6% |
| Q2 2020 | $583,000 | +19.5% | 1,797 | -3.2% | 0.38% | +3.5% |
| Q1 2020 | $488,000 | -34.3% | 1,857 | -6.2% | 0.37% | -21.9% |
| Q4 2019 | $743,000 | +9.3% | 1,980 | +2.6% | 0.47% | -5.1% |
| Q3 2019 | $680,000 | -0.7% | 1,930 | -0.1% | 0.50% | -4.4% |
| Q2 2019 | $685,000 | -0.3% | 1,932 | -2.8% | 0.52% | -12.6% |
| Q1 2019 | $687,000 | +1.9% | 1,988 | -10.7% | 0.59% | -23.1% |
| Q4 2018 | $674,000 | – | 2,226 | – | 0.77% | – |
Download | ||||||
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% |