SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,418,656 | +87.8% | 20,626 | +96.9% | 0.51% | -3.0% |
| Q2 2023 | $5,015,624 | +4.4% | 10,473 | -0.1% | 0.53% | +0.4% |
| Q1 2023 | $4,806,428 | +3.3% | 10,485 | -0.2% | 0.52% | +0.2% |
| Q4 2022 | $4,653,279 | +9.0% | 10,509 | -1.2% | 0.52% | +2.9% |
| Q3 2022 | $4,271,000 | -3.2% | 10,634 | -0.3% | 0.51% | +2.8% |
| Q2 2022 | $4,411,000 | +12.4% | 10,669 | +33.4% | 0.50% | +25.0% |
| Q1 2022 | $3,924,000 | -6.1% | 8,000 | -0.9% | 0.40% | -1.0% |
| Q4 2021 | $4,180,000 | +4.9% | 8,074 | -2.6% | 0.40% | -2.2% |
| Q3 2021 | $3,986,000 | -15.3% | 8,289 | -13.5% | 0.41% | -15.8% |
| Q2 2021 | $4,705,000 | +0.0% | 9,581 | -3.0% | 0.49% | -5.1% |
| Q1 2021 | $4,703,000 | +11.2% | 9,880 | -1.9% | 0.51% | +6.9% |
| Q4 2020 | $4,228,000 | +18.6% | 10,069 | -4.3% | 0.48% | +5.3% |
| Q3 2020 | $3,565,000 | -4.5% | 10,521 | -8.5% | 0.46% | -10.8% |
| Q2 2020 | $3,733,000 | +16.9% | 11,503 | -5.2% | 0.51% | +1.8% |
| Q1 2020 | $3,192,000 | +73.1% | 12,140 | +147.2% | 0.50% | +111.4% |
| Q4 2019 | $1,844,000 | -2.3% | 4,911 | -8.2% | 0.24% | -8.8% |
| Q3 2019 | $1,887,000 | -0.7% | 5,352 | -0.2% | 0.26% | -3.7% |
| Q2 2019 | $1,901,000 | -10.0% | 5,362 | -12.4% | 0.27% | -13.7% |
| Q1 2019 | $2,113,000 | +47.2% | 6,118 | +29.1% | 0.31% | +31.5% |
| Q4 2018 | $1,435,000 | -14.4% | 4,740 | +3.9% | 0.24% | -4.0% |
| Q3 2018 | $1,676,000 | +3.4% | 4,562 | -0.1% | 0.25% | -1.2% |
| Q2 2018 | $1,621,000 | +3.8% | 4,566 | 0.0% | 0.25% | +2.4% |
| Q1 2018 | $1,561,000 | -8.3% | 4,566 | -7.4% | 0.24% | -3.9% |
| Q4 2017 | $1,703,000 | +7.5% | 4,929 | +1.5% | 0.26% | +4.1% |
| Q3 2017 | $1,584,000 | +2.5% | 4,854 | -0.3% | 0.24% | -0.4% |
| Q2 2017 | $1,546,000 | +1.1% | 4,869 | -0.5% | 0.25% | -2.0% |
| Q1 2017 | $1,529,000 | +2.4% | 4,894 | -1.1% | 0.25% | -4.9% |
| Q4 2016 | $1,493,000 | +3.4% | 4,949 | -3.2% | 0.26% | +0.4% |
| Q3 2016 | $1,444,000 | -6.9% | 5,113 | -10.2% | 0.26% | -7.4% |
| Q2 2016 | $1,551,000 | +1.7% | 5,696 | -1.9% | 0.28% | -1.7% |
| Q1 2016 | $1,525,000 | +10.1% | 5,805 | +6.5% | 0.29% | +8.2% |
| Q4 2015 | $1,385,000 | +2.7% | 5,450 | +0.5% | 0.27% | -2.9% |
| Q3 2015 | $1,349,000 | -41.7% | 5,422 | -36.0% | 0.28% | -36.2% |
| Q2 2015 | $2,315,000 | -1.4% | 8,472 | -0.0% | 0.43% | -1.4% |
| Q1 2015 | $2,349,000 | +4.7% | 8,473 | -0.3% | 0.44% | +7.4% |
| Q4 2014 | $2,243,000 | +5.6% | 8,498 | -0.3% | 0.41% | +1.0% |
| Q3 2014 | $2,125,000 | -4.3% | 8,523 | 0.0% | 0.40% | -5.4% |
| Q2 2014 | $2,220,000 | +1.1% | 8,523 | -2.7% | 0.43% | -4.1% |
| Q1 2014 | $2,195,000 | -3.0% | 8,761 | -5.5% | 0.44% | -13.1% |
| Q4 2013 | $2,263,000 | +4.7% | 9,267 | -2.9% | 0.51% | -5.0% |
| Q3 2013 | $2,161,000 | +10.5% | 9,548 | +2.6% | 0.54% | +3.1% |
| Q2 2013 | $1,955,000 | – | 9,307 | – | 0.52% | – |
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% |