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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sage Financial Management Group, Inc. | 5,333 | $2,564,000 | 64.29% |
| LCM Capital Management Inc | 36,994 | $17,790,000 | 15.04% |
| Resource Management, LLC | 268,997 | $129,355,000 | 14.77% |
| Conservest Capital Advisors, Inc. | 228,700 | $109,977,000 | 12.39% |
| Oldfather Financial Services, LLC | 41,759 | $22,096,000 | 11.35% |
| WADDELL & ASSOCIATES, LLC | 127,195 | $61,166,000 | 10.42% |
| Tiller Private Wealth, Inc. | 23,219 | $11,165,000 | 8.42% |
| Arvest Bank Trust Division | 301,385 | $144,930,000 | 8.13% |
| Veritable, L.P. | 1,025,849 | $493,310,000 | 7.94% |
| Corsicana & Co. | 25,923 | $12,466,000 | 7.94% |