SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 810 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2018. The put-call ratio across all filers is 0.87 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $518,003 | +3.5% | 1,130 | 0.0% | 0.35% | -2.0% |
| Q4 2022 | $500,353 | +10.2% | 1,130 | 0.0% | 0.35% | +10.7% |
| Q3 2022 | $454,000 | -2.8% | 1,130 | 0.0% | 0.32% | +3.6% |
| Q2 2022 | $467,000 | -15.7% | 1,130 | 0.0% | 0.31% | +1.3% |
| Q1 2022 | $554,000 | -5.3% | 1,130 | 0.0% | 0.30% | -2.6% |
| Q4 2021 | $585,000 | +7.7% | 1,130 | 0.0% | 0.31% | 0.0% |
| Q3 2021 | $543,000 | +41.8% | 1,130 | 0.0% | 0.31% | -2.5% |
| Q3 2020 | $383,000 | +4.4% | 1,130 | -0.2% | 0.32% | -3.3% |
| Q2 2020 | $367,000 | +27.9% | 1,132 | +3.7% | 0.33% | +0.3% |
| Q1 2020 | $287,000 | -28.4% | 1,092 | +2.3% | 0.33% | -6.5% |
| Q4 2019 | $401,000 | +6.6% | 1,067 | +0.1% | 0.35% | -0.6% |
| Q3 2019 | $376,000 | +3.9% | 1,066 | +4.4% | 0.36% | +2.6% |
| Q2 2019 | $362,000 | +19.9% | 1,021 | +15.4% | 0.35% | -13.3% |
| Q1 2018 | $302,000 | – | 885 | – | 0.40% | – |
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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% |