SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 698 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2017. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583,732 | -50.4% | 1,278 | -48.0% | 0.01% | -47.6% |
| Q2 2023 | $1,177,233 | -1.9% | 2,458 | -6.1% | 0.02% | -8.7% |
| Q1 2023 | $1,200,117 | +12.5% | 2,618 | +8.7% | 0.02% | +4.5% |
| Q4 2022 | $1,066,681 | +11.1% | 2,409 | +0.8% | 0.02% | +10.0% |
| Q3 2022 | $960,000 | -2.8% | 2,389 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $988,000 | -18.9% | 2,389 | -3.9% | 0.02% | 0.0% |
| Q1 2022 | $1,219,000 | -1.5% | 2,485 | +4.0% | 0.02% | +5.3% |
| Q4 2021 | $1,237,000 | -12.9% | 2,389 | -19.2% | 0.02% | -13.6% |
| Q3 2021 | $1,421,000 | -6.1% | 2,955 | -4.2% | 0.02% | -4.3% |
| Q2 2021 | $1,514,000 | +2.5% | 3,084 | -0.6% | 0.02% | -4.2% |
| Q1 2021 | $1,477,000 | +22.8% | 3,103 | +8.3% | 0.02% | +9.1% |
| Q4 2020 | $1,203,000 | +3.8% | 2,864 | -16.3% | 0.02% | -4.3% |
| Q3 2020 | $1,159,000 | +92.2% | 3,420 | +84.0% | 0.02% | +76.9% |
| Q2 2020 | $603,000 | +17.5% | 1,859 | -4.7% | 0.01% | -7.1% |
| Q1 2020 | $513,000 | -7.7% | 1,950 | +31.8% | 0.01% | +16.7% |
| Q4 2019 | $556,000 | +6.5% | 1,480 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $522,000 | -0.6% | 1,480 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $525,000 | -14.4% | 1,480 | -16.6% | 0.01% | -20.0% |
| Q1 2019 | $613,000 | +14.2% | 1,774 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $537,000 | -6.9% | 1,774 | +13.1% | 0.02% | +7.1% |
| Q3 2018 | $577,000 | +4.3% | 1,569 | +0.7% | 0.01% | -17.6% |
| Q2 2018 | $553,000 | -60.7% | 1,558 | -62.2% | 0.02% | -67.3% |
| Q1 2018 | $1,407,000 | +157.7% | 4,117 | +160.2% | 0.05% | +160.0% |
| Q4 2017 | $546,000 | -24.9% | 1,582 | -29.0% | 0.02% | -23.1% |
| Q3 2017 | $727,000 | -3.5% | 2,228 | -6.0% | 0.03% | 0.0% |
| Q2 2017 | $753,000 | -38.3% | 2,370 | -39.4% | 0.03% | -40.9% |
| Q1 2017 | $1,221,000 | -24.5% | 3,909 | -27.1% | 0.04% | -33.3% |
| Q4 2016 | $1,618,000 | -32.6% | 5,361 | -37.0% | 0.07% | -37.1% |
| Q3 2016 | $2,402,000 | +198.8% | 8,508 | +188.0% | 0.10% | +191.7% |
| Q2 2016 | $804,000 | +122.7% | 2,954 | +114.8% | 0.04% | +100.0% |
| Q1 2016 | $361,000 | -7.9% | 1,375 | -10.9% | 0.02% | -10.0% |
| Q4 2015 | $392,000 | -56.8% | 1,543 | -57.7% | 0.02% | -57.4% |
| Q3 2015 | $907,000 | +29.0% | 3,644 | +41.6% | 0.05% | +46.9% |
| Q2 2015 | $703,000 | +71.9% | 2,573 | +74.2% | 0.03% | +68.4% |
| Q1 2015 | $409,000 | +6.2% | 1,477 | +1.3% | 0.02% | +5.6% |
| Q4 2014 | $385,000 | +7.8% | 1,458 | +1.8% | 0.02% | 0.0% |
| Q3 2014 | $357,000 | -10.1% | 1,432 | -5.9% | 0.02% | -10.0% |
| Q2 2014 | $397,000 | +4.2% | 1,522 | 0.0% | 0.02% | -4.8% |
| Q1 2014 | $381,000 | -6.6% | 1,522 | -8.8% | 0.02% | +5.0% |
| Q4 2013 | $408,000 | +7.9% | 1,669 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $378,000 | +7.7% | 1,669 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $351,000 | – | 1,669 | – | 0.02% | – |
Download | ||||||
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% |