SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 507 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2014. The put-call ratio across all filers is 1.46 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $3,933,000 | -21.2% | 14,449 | -23.9% | 0.45% | -26.2% |
| Q1 2016 | $4,989,000 | -5.4% | 18,991 | -8.6% | 0.61% | -12.8% |
| Q4 2015 | $5,276,000 | +2.1% | 20,768 | 0.0% | 0.70% | -6.5% |
| Q3 2015 | $5,169,000 | -8.9% | 20,768 | 0.0% | 0.74% | -0.8% |
| Q2 2015 | $5,674,000 | -2.4% | 20,768 | -1.0% | 0.75% | -1.1% |
| Q1 2015 | $5,813,000 | +4.6% | 20,969 | -0.4% | 0.76% | -28.6% |
| Q4 2014 | $5,558,000 | +115.6% | 21,055 | +103.6% | 1.06% | +108.2% |
| Q3 2014 | $2,578,000 | -4.3% | 10,340 | 0.0% | 0.51% | -25.0% |
| Q2 2014 | $2,694,000 | +65.6% | 10,340 | +59.2% | 0.68% | +7.3% |
| Q1 2014 | $1,627,000 | +2.6% | 6,495 | 0.0% | 0.63% | +17.4% |
| Q4 2013 | $1,586,000 | +1682.0% | 6,495 | +1544.3% | 0.54% | +1587.5% |
| Q3 2013 | $89,000 | +7.2% | 395 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $83,000 | – | 395 | – | 0.03% | – |
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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% |