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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,230,645 | -3.8% | 2,695 | +0.9% | 0.00% | 0.0% |
| Q2 2023 | $1,279,169 | +4.5% | 2,671 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,224,413 | +2.8% | 2,671 | -0.7% | 0.00% | 0.0% |
| Q4 2022 | $1,191,105 | +10.3% | 2,690 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,080,000 | -2.9% | 2,690 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,112,000 | -45.9% | 2,690 | -35.8% | 0.00% | 0.0% |
| Q1 2022 | $2,055,000 | -5.3% | 4,190 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,170,000 | -18.8% | 4,190 | -24.6% | 0.00% | 0.0% |
| Q3 2021 | $2,671,000 | -2.1% | 5,555 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,728,000 | +3.2% | 5,555 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,644,000 | +9.4% | 5,555 | -3.5% | 0.00% | 0.0% |
| Q4 2020 | $2,417,000 | +16.3% | 5,755 | -6.1% | 0.00% | 0.0% |
| Q3 2020 | $2,078,000 | -53.5% | 6,132 | -55.5% | 0.00% | -66.7% |
| Q2 2020 | $4,470,000 | +57.2% | 13,774 | +27.3% | 0.00% | 0.0% |
| Q1 2020 | $2,843,000 | -32.7% | 10,816 | -3.9% | 0.00% | 0.0% |
| Q4 2019 | $4,223,000 | +2.7% | 11,255 | -3.6% | 0.00% | 0.0% |
| Q3 2019 | $4,111,000 | -27.6% | 11,671 | -27.2% | 0.00% | 0.0% |
| Q2 2019 | $5,680,000 | -40.8% | 16,027 | -42.4% | 0.00% | -50.0% |
| Q1 2019 | $9,601,000 | +54.7% | 27,810 | +35.6% | 0.01% | +50.0% |
| Q4 2018 | $6,206,000 | -3.8% | 20,515 | +16.9% | 0.00% | +100.0% |
| Q3 2018 | $6,450,000 | -65.6% | 17,554 | -66.8% | 0.00% | -60.0% |
| Q2 2018 | $18,746,000 | +258.8% | 52,801 | +245.2% | 0.01% | +150.0% |
| Q1 2018 | $5,224,000 | -89.5% | 15,296 | -91.9% | 0.00% | -93.5% |
| Q4 2014 | $49,823,000 | -84.3% | 188,762 | -85.1% | 0.03% | -84.2% |
| Q3 2014 | $316,427,000 | +498.8% | 1,269,178 | +525.8% | 0.20% | +444.4% |
| Q2 2014 | $52,844,000 | -48.4% | 202,820 | -51.5% | 0.04% | -50.7% |
| Q1 2014 | $102,485,000 | -32.1% | 417,869 | -35.2% | 0.07% | -32.4% |
| Q4 2013 | $150,891,000 | +638.3% | 644,727 | +448.7% | 0.11% | +620.0% |
| Q3 2013 | $20,439,000 | – | 117,503 | – | 0.02% | – |
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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% |