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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,120 | -16.0% | 1,012 | -11.9% | 0.22% | -12.2% |
| Q2 2023 | $550,268 | +4.5% | 1,149 | 0.0% | 0.25% | -2.8% |
| Q1 2023 | $526,713 | +3.5% | 1,149 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $508,766 | +77.9% | 1,149 | +61.4% | 0.25% | +53.3% |
| Q3 2022 | $286,000 | -2.7% | 712 | 0.0% | 0.16% | -2.9% |
| Q2 2022 | $294,000 | -15.8% | 712 | 0.0% | 0.17% | -13.3% |
| Q1 2022 | $349,000 | -5.4% | 712 | 0.0% | 0.20% | -11.7% |
| Q4 2021 | $369,000 | +33.2% | 712 | +23.8% | 0.22% | +26.1% |
| Q3 2021 | $277,000 | -1.8% | 575 | 0.0% | 0.18% | -3.8% |
| Q2 2021 | $282,000 | +2.9% | 575 | 0.0% | 0.18% | -8.0% |
| Q1 2021 | $274,000 | +13.7% | 575 | 0.0% | 0.20% | -1.5% |
| Q4 2020 | $241,000 | +11.6% | 575 | 0.0% | 0.20% | -21.4% |
| Q4 2019 | $216,000 | +6.4% | 575 | 0.0% | 0.26% | -2.3% |
| Q3 2019 | $203,000 | -0.5% | 575 | 0.0% | 0.26% | -6.7% |
| Q2 2019 | $204,000 | – | 575 | – | 0.28% | – |
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% |