SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399 | -4.5% | 873 | 0.0% | 0.18% | -1.6% |
| Q2 2023 | $418 | +4.5% | 873 | 0.0% | 0.19% | -2.1% |
| Q1 2023 | $400 | +3.4% | 873 | 0.0% | 0.19% | -0.5% |
| Q4 2022 | $387 | -99.9% | 873 | -5.9% | 0.19% | -10.3% |
| Q3 2022 | $373,000 | -3.4% | 928 | -0.5% | 0.21% | -17.7% |
| Q2 2022 | $386,000 | -18.6% | 933 | -3.4% | 0.26% | +3.2% |
| Q1 2022 | $474,000 | -6.1% | 966 | -1.0% | 0.25% | +3.7% |
| Q4 2021 | $505,000 | +6.8% | 976 | -0.8% | 0.24% | -25.0% |
| Q3 2021 | $473,000 | -0.8% | 984 | +1.2% | 0.32% | -8.7% |
| Q2 2021 | $477,000 | +7.9% | 972 | +4.7% | 0.36% | -7.1% |
| Q1 2021 | $442,000 | +13.3% | 928 | 0.0% | 0.38% | +24.4% |
| Q4 2020 | $390,000 | +15.7% | 928 | -6.8% | 0.31% | -3.5% |
| Q3 2020 | $337,000 | +2.7% | 996 | -1.5% | 0.32% | -4.5% |
| Q2 2020 | $328,000 | +9.0% | 1,011 | -1.3% | 0.33% | +6.1% |
| Q1 2020 | $301,000 | -24.9% | 1,024 | -4.1% | 0.31% | -9.5% |
| Q4 2019 | $401,000 | – | 1,068 | – | 0.35% | – |
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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% |