SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 808 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2017. The put-call ratio across all filers is 1.10 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,496 | -4.6% | 150 | 0.0% | 0.00% | – |
| Q2 2023 | $71,836 | +4.5% | 150 | 0.0% | 0.00% | – |
| Q1 2023 | $68,761 | +3.5% | 150 | 0.0% | 0.00% | – |
| Q4 2022 | $66,418 | +10.7% | 150 | 0.0% | 0.00% | – |
| Q3 2022 | $60,000 | -3.2% | 150 | 0.0% | 0.00% | – |
| Q2 2022 | $62,000 | -15.1% | 150 | 0.0% | 0.00% | – |
| Q1 2022 | $73,000 | -7.6% | 150 | 0.0% | 0.00% | – |
| Q4 2021 | $79,000 | -20.2% | 150 | -26.8% | 0.00% | – |
| Q3 2021 | $99,000 | +33.8% | 205 | +36.7% | 0.00% | – |
| Q2 2021 | $74,000 | +4.2% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $71,000 | +12.7% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $63,000 | +18.9% | 150 | -4.5% | 0.00% | – |
| Q3 2020 | $53,000 | +3.9% | 157 | 0.0% | 0.00% | – |
| Q2 2020 | $51,000 | +21.4% | 157 | 0.0% | 0.00% | – |
| Q1 2020 | $42,000 | -28.8% | 157 | 0.0% | 0.00% | – |
| Q4 2019 | $59,000 | +7.3% | 157 | 0.0% | 0.00% | – |
| Q3 2019 | $55,000 | -96.1% | 157 | -96.1% | 0.00% | -100.0% |
| Q2 2019 | $1,415,000 | +1.0% | 4,037 | -0.5% | 0.01% | 0.0% |
| Q1 2019 | $1,401,000 | -44.5% | 4,056 | -51.4% | 0.01% | -50.0% |
| Q4 2018 | $2,524,000 | -64.6% | 8,338 | -57.0% | 0.01% | -56.5% |
| Q3 2018 | $7,136,000 | +124.6% | 19,405 | +117.0% | 0.02% | +109.1% |
| Q2 2018 | $3,177,000 | +2325.2% | 8,942 | +2222.6% | 0.01% | – |
| Q1 2018 | $131,000 | -70.1% | 385 | -69.7% | 0.00% | -100.0% |
| Q4 2017 | $438,000 | +9.2% | 1,271 | +3.2% | 0.00% | 0.0% |
| Q3 2017 | $401,000 | +6.6% | 1,231 | +4.1% | 0.00% | -50.0% |
| Q2 2017 | $376,000 | -9.6% | 1,182 | -11.3% | 0.00% | +100.0% |
| Q1 2017 | $416,000 | -44.2% | 1,332 | -45.9% | 0.00% | 0.0% |
| Q4 2016 | $746,000 | +584.4% | 2,464 | +538.3% | 0.00% | – |
| Q3 2016 | $109,000 | +1.9% | 386 | -1.3% | 0.00% | – |
| Q2 2016 | $107,000 | +7.0% | 391 | +2.6% | 0.00% | – |
| Q1 2016 | $100,000 | +25.0% | 381 | +20.6% | 0.00% | – |
| Q4 2015 | $80,000 | +48.1% | 316 | +46.3% | 0.00% | – |
| Q3 2015 | $54,000 | +390.9% | 216 | +440.0% | 0.00% | – |
| Q2 2015 | $11,000 | +37.5% | 40 | +33.3% | 0.00% | – |
| Q1 2015 | $8,000 | – | 30 | – | 0.00% | – |
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% |