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 | $365,312 | -4.7% | 800 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $383,128 | +4.5% | 800 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $366,728 | +3.5% | 800 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $354,232 | +10.4% | 800 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $321,000 | -3.0% | 800 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $331,000 | -15.6% | 800 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $392,000 | -5.3% | 800 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $414,000 | +1.2% | 800 | -5.9% | 0.02% | -4.5% |
| Q3 2021 | $409,000 | -1.9% | 850 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $417,000 | -7.7% | 850 | -10.4% | 0.02% | -14.8% |
| Q1 2021 | $452,000 | +9.7% | 949 | -3.2% | 0.03% | +3.8% |
| Q4 2020 | $412,000 | +24.1% | 980 | 0.0% | 0.03% | +8.3% |
| Q3 2020 | $332,000 | +4.4% | 980 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $318,000 | +23.3% | 980 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $258,000 | -29.9% | 980 | 0.0% | 0.02% | -3.8% |
| Q4 2019 | $368,000 | +6.7% | 980 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $345,000 | -21.8% | 980 | -21.2% | 0.03% | -20.6% |
| Q2 2019 | $441,000 | +2.8% | 1,243 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $429,000 | +14.1% | 1,243 | 0.0% | 0.04% | -2.8% |
| Q4 2018 | $376,000 | -29.1% | 1,243 | -13.9% | 0.04% | -16.3% |
| Q3 2018 | $530,000 | +3.5% | 1,443 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $512,000 | +3.9% | 1,443 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $493,000 | -1.0% | 1,443 | 0.0% | 0.04% | -2.2% |
| Q4 2017 | $498,000 | +22.7% | 1,443 | +16.1% | 0.04% | +12.5% |
| Q3 2017 | $406,000 | +2.8% | 1,243 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $395,000 | +4.2% | 1,243 | +2.5% | 0.04% | 0.0% |
| Q1 2017 | $379,000 | +3.6% | 1,213 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $366,000 | +7.0% | 1,213 | 0.0% | 0.04% | +2.6% |
| Q3 2016 | $342,000 | – | 1,213 | – | 0.04% | – |
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% |