SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 588 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2016. The put-call ratio across all filers is 0.52 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,261,847 | -8.0% | 6,096 | -4.3% | 0.05% | -9.3% |
| Q1 2024 | $3,545,381 | +7.4% | 6,372 | -2.1% | 0.05% | -1.8% |
| Q4 2023 | $3,301,522 | +9.8% | 6,507 | -1.1% | 0.06% | 0.0% |
| Q3 2023 | $3,005,605 | +3.5% | 6,582 | +8.5% | 0.06% | +7.8% |
| Q2 2023 | $2,904,589 | +27.6% | 6,065 | +22.1% | 0.05% | +21.4% |
| Q1 2023 | $2,276,923 | +1.1% | 4,967 | -2.4% | 0.04% | -4.5% |
| Q4 2022 | $2,252,472 | +2.9% | 5,087 | -6.6% | 0.04% | -6.4% |
| Q3 2022 | $2,189,000 | +12.0% | 5,449 | +15.3% | 0.05% | +14.6% |
| Q2 2022 | $1,955,000 | -15.3% | 4,727 | +0.5% | 0.04% | 0.0% |
| Q1 2022 | $2,307,000 | -6.8% | 4,704 | -1.6% | 0.04% | 0.0% |
| Q4 2021 | $2,474,000 | +7.7% | 4,779 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $2,298,000 | -7.0% | 4,779 | -5.0% | 0.04% | -14.6% |
| Q2 2021 | $2,471,000 | +32.3% | 5,033 | +28.2% | 0.05% | +26.3% |
| Q1 2021 | $1,868,000 | +8.6% | 3,925 | -4.2% | 0.04% | +5.6% |
| Q4 2020 | $1,720,000 | +18.7% | 4,095 | -4.2% | 0.04% | +5.9% |
| Q3 2020 | $1,449,000 | -56.9% | 4,276 | -58.8% | 0.03% | -59.0% |
| Q2 2020 | $3,363,000 | +91.3% | 10,367 | +55.1% | 0.08% | +62.7% |
| Q1 2020 | $1,758,000 | +59.5% | 6,686 | +127.6% | 0.05% | +96.2% |
| Q4 2019 | $1,102,000 | +14.3% | 2,937 | +7.3% | 0.03% | +8.3% |
| Q3 2019 | $964,000 | +12.4% | 2,737 | +13.1% | 0.02% | +4.3% |
| Q2 2019 | $858,000 | +27.7% | 2,421 | +24.4% | 0.02% | +27.8% |
| Q1 2019 | $672,000 | +86.1% | 1,946 | +63.0% | 0.02% | +63.6% |
| Q4 2018 | $361,000 | -17.8% | 1,194 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $439,000 | -6.2% | 1,194 | -9.4% | 0.01% | -14.3% |
| Q2 2018 | $468,000 | +44.0% | 1,318 | +28.7% | 0.01% | +40.0% |
| Q2 2017 | $325,000 | -1.2% | 1,024 | -2.8% | 0.01% | 0.0% |
| Q1 2017 | $329,000 | -3.2% | 1,054 | -6.4% | 0.01% | -9.1% |
| Q4 2016 | $340,000 | -43.6% | 1,126 | -47.3% | 0.01% | -47.6% |
| Q3 2016 | $603,000 | -24.4% | 2,136 | -27.1% | 0.02% | -25.0% |
| Q2 2016 | $798,000 | +3.6% | 2,930 | 0.0% | 0.03% | +3.7% |
| Q1 2016 | $770,000 | +9.5% | 2,930 | +6.0% | 0.03% | -10.0% |
| Q4 2015 | $703,000 | +2.0% | 2,765 | 0.0% | 0.03% | -3.2% |
| Q3 2015 | $689,000 | +48.8% | 2,765 | +63.1% | 0.03% | +63.2% |
| Q2 2015 | $463,000 | -0.2% | 1,695 | +1.3% | 0.02% | 0.0% |
| Q1 2015 | $464,000 | +5.0% | 1,674 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $442,000 | +3.5% | 1,674 | -2.4% | 0.02% | 0.0% |
| Q3 2014 | $427,000 | -5.7% | 1,716 | -1.4% | 0.02% | 0.0% |
| Q2 2014 | $453,000 | +32.1% | 1,741 | +27.0% | 0.02% | +26.7% |
| Q1 2014 | $343,000 | +2.7% | 1,371 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $334,000 | +7.7% | 1,371 | 0.0% | 0.02% | +7.1% |
| Q3 2013 | $310,000 | +7.6% | 1,371 | 0.0% | 0.01% | +7.7% |
| Q2 2013 | $288,000 | – | 1,371 | – | 0.01% | – |
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% |