SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $208,000 | -7.1% | 437 | -18.2% | 0.00% | 0.0% |
| Q4 2020 | $224,000 | -15.2% | 534 | -31.5% | 0.00% | -33.3% |
| Q3 2020 | $264,000 | +7.8% | 779 | +3.3% | 0.00% | 0.0% |
| Q2 2020 | $245,000 | -19.7% | 754 | -30.2% | 0.00% | -25.0% |
| Q3 2016 | $305,000 | +3.7% | 1,080 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $294,000 | -32.1% | 1,080 | -34.5% | 0.00% | -33.3% |
| Q1 2016 | $433,000 | +55.8% | 1,650 | +50.7% | 0.01% | +50.0% |
| Q4 2015 | $278,000 | -37.8% | 1,095 | -39.0% | 0.00% | -42.9% |
| Q3 2015 | $447,000 | – | 1,795 | – | 0.01% | – |
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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% |