SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 810 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $654,666 | +76.7% | 1,223 | +83.6% | 0.00% | – |
| Q1 2024 | $370,531 | -60.2% | 666 | -63.7% | 0.00% | -100.0% |
| Q4 2023 | $931,295 | +144.8% | 1,835 | +120.3% | 0.00% | – |
| Q3 2023 | $380,411 | +86.5% | 833 | +87.2% | 0.00% | – |
| Q1 2023 | $203,993 | -59.1% | 445 | -60.5% | 0.00% | -100.0% |
| Q4 2022 | $499,024 | +65.8% | 1,127 | +50.3% | 0.00% | – |
| Q3 2022 | $301,000 | +12.3% | 750 | +15.7% | 0.00% | – |
| Q2 2022 | $268,000 | -84.0% | 648 | -81.1% | 0.00% | -100.0% |
| Q1 2022 | $1,678,000 | -52.2% | 3,421 | -49.5% | 0.00% | -50.0% |
| Q4 2021 | $3,509,000 | +69.7% | 6,779 | +57.7% | 0.00% | +100.0% |
| Q3 2021 | $2,068,000 | +484.2% | 4,300 | +478.0% | 0.00% | – |
| Q1 2021 | $354,000 | -47.6% | 744 | -58.7% | 0.00% | -100.0% |
| Q4 2019 | $676,000 | -71.3% | 1,802 | -76.9% | 0.00% | -66.7% |
| Q4 2018 | $2,358,000 | +287.2% | 7,792 | +337.0% | 0.00% | +200.0% |
| Q1 2018 | $609,000 | +10.9% | 1,783 | -17.5% | 0.00% | 0.0% |
| Q4 2015 | $549,000 | +9.8% | 2,160 | +13.9% | 0.00% | – |
| Q4 2014 | $500,000 | – | 1,896 | – | 0.00% | – |
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% |