SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 502 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2013. The put-call ratio across all filers is 1.19 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $675,000 | +3.4% | 2,570 | 0.0% | 0.13% | 0.0% |
| Q4 2015 | $653,000 | -7.5% | 2,570 | -9.4% | 0.13% | -9.2% |
| Q3 2015 | $706,000 | -5.6% | 2,837 | +3.7% | 0.14% | +0.7% |
| Q2 2015 | $748,000 | -1.4% | 2,737 | 0.0% | 0.14% | +1.4% |
| Q1 2015 | $759,000 | +5.1% | 2,737 | 0.0% | 0.14% | -1.4% |
| Q4 2014 | $722,000 | +5.9% | 2,737 | 0.0% | 0.14% | +3.7% |
| Q3 2014 | $682,000 | -9.3% | 2,737 | -5.2% | 0.14% | -8.8% |
| Q2 2014 | $752,000 | -8.7% | 2,887 | -12.2% | 0.15% | -12.4% |
| Q1 2014 | $824,000 | +2.6% | 3,287 | 0.0% | 0.17% | 0.0% |
| Q4 2013 | $803,000 | +38.4% | 3,287 | +28.3% | 0.17% | +30.0% |
| Q3 2013 | $580,000 | +3.8% | 2,562 | -3.8% | 0.13% | 0.0% |
| Q2 2013 | $559,000 | – | 2,662 | – | 0.13% | – |
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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% |