SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 835 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $23,000 | -48.9% | 65 | -50.0% | 0.02% | -44.1% |
| Q1 2019 | $45,000 | +15.4% | 130 | 0.0% | 0.03% | +9.7% |
| Q4 2018 | $39,000 | -18.8% | 130 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $48,000 | +4.3% | 130 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $46,000 | -32.4% | 130 | -35.0% | 0.03% | -34.7% |
| Q1 2018 | $68,000 | -39.3% | 200 | -38.1% | 0.05% | -31.9% |
| Q4 2017 | $112,000 | +6.7% | 323 | 0.0% | 0.07% | +4.3% |
| Q3 2017 | $105,000 | +1.9% | 323 | 0.0% | 0.07% | +6.2% |
| Q2 2017 | $103,000 | -44.0% | 323 | -45.1% | 0.06% | -44.4% |
| Q1 2017 | $184,000 | -20.0% | 588 | -22.9% | 0.12% | -14.6% |
| Q4 2016 | $230,000 | -8.4% | 763 | -14.3% | 0.14% | -8.1% |
| Q3 2016 | $251,000 | -61.9% | 890 | -63.2% | 0.15% | -61.0% |
| Q2 2016 | $658,000 | -12.1% | 2,417 | -15.1% | 0.38% | -2.3% |
| Q1 2016 | $749,000 | -9.9% | 2,848 | -12.9% | 0.39% | -11.1% |
| Q4 2015 | $831,000 | -18.7% | 3,270 | -20.4% | 0.44% | -23.3% |
| Q3 2015 | $1,022,000 | -12.9% | 4,107 | -4.3% | 0.57% | -3.4% |
| Q2 2015 | $1,173,000 | -2.2% | 4,292 | -0.8% | 0.59% | -1.7% |
| Q1 2015 | $1,199,000 | -11.8% | 4,327 | -15.9% | 0.60% | -10.9% |
| Q4 2014 | $1,359,000 | -7.6% | 5,147 | -12.8% | 0.68% | -7.1% |
| Q3 2014 | $1,471,000 | -7.0% | 5,901 | -2.8% | 0.73% | -4.1% |
| Q2 2014 | $1,581,000 | +2.8% | 6,068 | -1.2% | 0.76% | +3.0% |
| Q1 2014 | $1,538,000 | +0.1% | 6,140 | -2.5% | 0.74% | +2.8% |
| Q4 2013 | $1,537,000 | +6.7% | 6,295 | -1.1% | 0.72% | +1.4% |
| Q3 2013 | $1,440,000 | +11.1% | 6,362 | +3.1% | 0.71% | +10.3% |
| Q2 2013 | $1,296,000 | – | 6,169 | – | 0.64% | – |
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% |