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 | $810,536 | -5.4% | 1,775 | -0.8% | 0.36% | -1.9% |
| Q2 2023 | $857,249 | +4.5% | 1,790 | 0.0% | 0.37% | -1.3% |
| Q1 2023 | $820,554 | +1.5% | 1,790 | -1.9% | 0.37% | -1.1% |
| Q4 2022 | $808,092 | +8.8% | 1,825 | -1.4% | 0.38% | -7.2% |
| Q3 2022 | $743,000 | -3.4% | 1,850 | -0.5% | 0.40% | +1.3% |
| Q2 2022 | $769,000 | -15.7% | 1,860 | 0.0% | 0.40% | -7.0% |
| Q1 2022 | $912,000 | -7.8% | 1,860 | -2.6% | 0.43% | -5.1% |
| Q4 2021 | $989,000 | +4.7% | 1,910 | -2.8% | 0.45% | -5.2% |
| Q3 2021 | $945,000 | -2.1% | 1,965 | 0.0% | 0.48% | -1.9% |
| Q2 2021 | $965,000 | +2.1% | 1,965 | -1.0% | 0.49% | -5.6% |
| Q1 2021 | $945,000 | +15.4% | 1,985 | +1.8% | 0.52% | +11.0% |
| Q4 2020 | $819,000 | +42.2% | 1,950 | +14.7% | 0.46% | +23.1% |
| Q3 2020 | $576,000 | +4.2% | 1,700 | -0.3% | 0.38% | +0.8% |
| Q2 2020 | $553,000 | +9.1% | 1,705 | -11.7% | 0.37% | -5.6% |
| Q1 2020 | $507,000 | -19.7% | 1,930 | +14.9% | 0.40% | +2.9% |
| Q4 2019 | $631,000 | +8.2% | 1,680 | +1.5% | 0.38% | +2.9% |
| Q3 2019 | $583,000 | +2.1% | 1,655 | +2.8% | 0.37% | -6.7% |
| Q2 2019 | $571,000 | -1.6% | 1,610 | -4.2% | 0.40% | -4.5% |
| Q1 2019 | $580,000 | +21.3% | 1,680 | +6.3% | 0.42% | +6.6% |
| Q4 2018 | $478,000 | -17.7% | 1,580 | 0.0% | 0.39% | -3.9% |
| Q3 2018 | $581,000 | -0.9% | 1,580 | -7.9% | 0.41% | -22.2% |
| Q1 2018 | $586,000 | -1.7% | 1,715 | -0.6% | 0.53% | +0.4% |
| Q4 2017 | $596,000 | +4.6% | 1,725 | -1.1% | 0.52% | -1.9% |
| Q3 2017 | $570,000 | +2.7% | 1,745 | 0.0% | 0.54% | -1.5% |
| Q2 2017 | $555,000 | +0.4% | 1,745 | -1.4% | 0.54% | +2.6% |
| Q1 2017 | $553,000 | -15.3% | 1,770 | -18.2% | 0.53% | -18.0% |
| Q4 2016 | $653,000 | – | 2,165 | – | 0.64% | – |
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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% |