SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 811 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $4,750,000 | -7.2% | 13,396 | -9.6% | 0.10% | -13.3% |
| Q1 2019 | $5,118,000 | +12.7% | 14,818 | -1.3% | 0.11% | -8.1% |
| Q4 2018 | $4,543,000 | -5.0% | 15,010 | +15.3% | 0.12% | +28.1% |
| Q3 2018 | $4,782,000 | -0.5% | 13,015 | -3.8% | 0.10% | -9.4% |
| Q2 2018 | $4,805,000 | +3.2% | 13,535 | -0.7% | 0.11% | -1.9% |
| Q1 2018 | $4,656,000 | +0.1% | 13,624 | +1.2% | 0.11% | +1.9% |
| Q4 2017 | $4,650,000 | +5.9% | 13,462 | +0.1% | 0.11% | -1.9% |
| Q3 2017 | $4,389,000 | +5.6% | 13,449 | +2.8% | 0.11% | +2.9% |
| Q2 2017 | $4,156,000 | +6.5% | 13,084 | +4.7% | 0.10% | +2.9% |
| Q1 2017 | $3,902,000 | +6.6% | 12,491 | +2.9% | 0.10% | -2.9% |
| Q4 2016 | $3,662,000 | +21.7% | 12,136 | +13.8% | 0.10% | +19.3% |
| Q3 2016 | $3,010,000 | +11.9% | 10,664 | +7.9% | 0.09% | +6.0% |
| Q2 2016 | $2,690,000 | +7.9% | 9,883 | +4.1% | 0.08% | -28.4% |
| Q1 2016 | $2,493,000 | +0.4% | 9,491 | -2.9% | 0.12% | +1.8% |
| Q4 2015 | $2,483,000 | +3.8% | 9,776 | +1.7% | 0.11% | +5.6% |
| Q3 2015 | $2,392,000 | -6.6% | 9,609 | +2.5% | 0.11% | +10.2% |
| Q2 2015 | $2,562,000 | +15.1% | 9,379 | +16.9% | 0.10% | +10.1% |
| Q1 2015 | $2,225,000 | +6.0% | 8,026 | +0.9% | 0.09% | +3.5% |
| Q4 2014 | $2,099,000 | +11.7% | 7,951 | +5.5% | 0.09% | 0.0% |
| Q3 2014 | $1,879,000 | -3.2% | 7,535 | +1.1% | 0.09% | -1.1% |
| Q2 2014 | $1,942,000 | -41.0% | 7,452 | -43.2% | 0.09% | +31.8% |
| Q1 2014 | $3,290,000 | +120.5% | 13,130 | +114.9% | 0.07% | -8.3% |
| Q4 2013 | $1,492,000 | +21.4% | 6,110 | +12.5% | 0.07% | +14.3% |
| Q3 2013 | $1,229,000 | +8.0% | 5,430 | +0.3% | 0.06% | +10.5% |
| Q2 2013 | $1,138,000 | – | 5,415 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |