SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 427 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2013. The put-call ratio across all filers is 1.64 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,505,552 | -9.0% | 268,276 | -0.7% | 7.99% | -0.4% |
| Q2 2023 | $134,579,996 | +4.9% | 270,062 | -3.5% | 8.02% | +0.2% |
| Q1 2023 | $128,322,252 | +0.4% | 279,929 | -3.0% | 8.00% | -0.5% |
| Q4 2022 | $127,787,422 | +8.1% | 288,596 | -1.9% | 8.04% | -1.2% |
| Q3 2022 | $118,205,000 | -2.8% | 294,291 | +0.1% | 8.13% | +2.2% |
| Q2 2022 | $121,574,000 | -16.0% | 294,019 | -0.4% | 7.96% | -1.2% |
| Q1 2022 | $144,753,000 | -6.3% | 295,144 | -1.1% | 8.05% | -1.1% |
| Q4 2021 | $154,450,000 | +55.4% | 298,350 | -21.8% | 8.14% | -11.5% |
| Q2 2014 | $99,417,000 | +8.3% | 381,553 | +2.6% | 9.19% | +3.7% |
| Q1 2014 | $91,815,000 | +5.8% | 371,962 | +4.7% | 8.86% | +3.0% |
| Q4 2013 | $86,748,000 | +7.0% | 355,233 | -0.9% | 8.61% | -2.9% |
| Q3 2013 | $81,108,000 | +7.6% | 358,362 | -0.1% | 8.87% | +2.8% |
| Q2 2013 | $75,355,000 | – | 358,661 | – | 8.63% | – |
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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% |