SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 687 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2017. The put-call ratio across all filers is 0.94 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,051,678 | -0.8% | 2,303 | +4.0% | 0.13% | +4.8% |
| Q2 2023 | $1,060,606 | +4.7% | 2,215 | +0.3% | 0.12% | +1.6% |
| Q1 2023 | $1,012,577 | +3.9% | 2,209 | +0.4% | 0.12% | -6.2% |
| Q4 2022 | $974,440 | +11.0% | 2,201 | +0.7% | 0.13% | +7.4% |
| Q3 2022 | $878,000 | +4.0% | 2,186 | +7.1% | 0.12% | +5.2% |
| Q2 2022 | $844,000 | -79.9% | 2,041 | -76.1% | 0.12% | -71.5% |
| Q1 2022 | $4,192,000 | -6.2% | 8,548 | -0.9% | 0.40% | -1.5% |
| Q4 2021 | $4,467,000 | +7.4% | 8,628 | -0.3% | 0.41% | -1.4% |
| Q3 2021 | $4,161,000 | +0.8% | 8,653 | +2.9% | 0.42% | -1.2% |
| Q2 2021 | $4,130,000 | +4.7% | 8,412 | +1.5% | 0.42% | -8.1% |
| Q1 2021 | $3,944,000 | +17.7% | 8,285 | +3.8% | 0.46% | +10.9% |
| Q4 2020 | $3,352,000 | +47.5% | 7,983 | +19.0% | 0.41% | +15.7% |
| Q3 2020 | $2,273,000 | +51.9% | 6,708 | +17.9% | 0.36% | -1.1% |
| Q1 2020 | $1,496,000 | -26.5% | 5,690 | +4.9% | 0.36% | +5.6% |
| Q4 2019 | $2,035,000 | +0.0% | 5,422 | -6.0% | 0.34% | -6.3% |
| Q3 2019 | $2,034,000 | -1.7% | 5,771 | -1.1% | 0.36% | +4.9% |
| Q2 2019 | $2,070,000 | +4.2% | 5,837 | +1.5% | 0.35% | -3.1% |
| Q1 2019 | $1,986,000 | +21.1% | 5,749 | +6.1% | 0.36% | +3.5% |
| Q4 2018 | $1,640,000 | -13.5% | 5,417 | +5.1% | 0.35% | +18.0% |
| Q3 2018 | $1,895,000 | +29.0% | 5,156 | +24.6% | 0.29% | +25.6% |
| Q2 2018 | $1,469,000 | +18.0% | 4,139 | +13.6% | 0.23% | +53.9% |
| Q1 2018 | $1,245,000 | +5.3% | 3,642 | +6.5% | 0.15% | +6.3% |
| Q4 2017 | $1,182,000 | +16.5% | 3,421 | +10.0% | 0.14% | +9.2% |
| Q3 2017 | $1,015,000 | +7.0% | 3,111 | +4.2% | 0.13% | 0.0% |
| Q2 2017 | $949,000 | +9.1% | 2,987 | +7.3% | 0.13% | +4.0% |
| Q1 2017 | $870,000 | +47.5% | 2,784 | +42.3% | 0.13% | +38.5% |
| Q4 2016 | $590,000 | -89.0% | 1,957 | -89.7% | 0.09% | -92.2% |
| Q3 2016 | $5,348,000 | +6.3% | 18,945 | +2.5% | 1.17% | +4.0% |
| Q2 2016 | $5,031,000 | +0.5% | 18,480 | -3.0% | 1.13% | -3.9% |
| Q1 2016 | $5,005,000 | +14.1% | 19,052 | +10.3% | 1.17% | +13.9% |
| Q4 2015 | $4,388,000 | +1.8% | 17,271 | -0.3% | 1.03% | +4.3% |
| Q3 2015 | $4,310,000 | -10.8% | 17,318 | -2.0% | 0.99% | +11.9% |
| Q2 2015 | $4,830,000 | +0.8% | 17,680 | +2.3% | 0.88% | -0.8% |
| Q1 2015 | $4,791,000 | +28.7% | 17,281 | +22.6% | 0.89% | +40.6% |
| Q4 2014 | $3,722,000 | +9.6% | 14,101 | +3.5% | 0.63% | +22.4% |
| Q3 2014 | $3,395,000 | -0.6% | 13,618 | +3.9% | 0.52% | -2.3% |
| Q2 2014 | $3,415,000 | +8.1% | 13,106 | +3.9% | 0.53% | -5.0% |
| Q1 2014 | $3,160,000 | +38.6% | 12,610 | +35.1% | 0.56% | +45.4% |
| Q4 2013 | $2,280,000 | – | 9,337 | – | 0.38% | – |
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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% |