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 | $544,716 | -82.2% | 1,192 | -81.3% | 0.01% | -81.2% |
| Q2 2023 | $3,060,041 | +293.0% | 6,389 | +276.3% | 0.03% | +255.6% |
| Q1 2023 | $778,601 | +1.2% | 1,698 | -2.2% | 0.01% | 0.0% |
| Q4 2022 | $769,237 | +8.0% | 1,737 | -2.0% | 0.01% | 0.0% |
| Q3 2022 | $712,000 | -4.8% | 1,773 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $748,000 | -15.6% | 1,808 | +0.1% | 0.01% | -10.0% |
| Q1 2022 | $886,000 | -9.4% | 1,807 | -4.3% | 0.01% | 0.0% |
| Q4 2021 | $978,000 | +6.4% | 1,889 | -1.2% | 0.01% | -9.1% |
| Q3 2021 | $919,000 | -16.7% | 1,911 | -15.0% | 0.01% | -15.4% |
| Q2 2021 | $1,103,000 | +6.3% | 2,247 | +3.1% | 0.01% | 0.0% |
| Q1 2021 | $1,038,000 | +21.1% | 2,180 | +6.9% | 0.01% | 0.0% |
| Q4 2020 | $857,000 | +30.4% | 2,040 | +5.2% | 0.01% | +18.2% |
| Q3 2020 | $657,000 | +14.5% | 1,939 | +9.7% | 0.01% | 0.0% |
| Q2 2020 | $574,000 | +19.3% | 1,768 | -3.3% | 0.01% | +22.2% |
| Q1 2020 | $481,000 | -32.7% | 1,829 | -3.9% | 0.01% | -25.0% |
| Q4 2019 | $715,000 | +18.4% | 1,904 | +11.2% | 0.01% | +9.1% |
| Q3 2019 | $604,000 | -3.4% | 1,713 | -2.8% | 0.01% | -8.3% |
| Q2 2019 | $625,000 | +16.6% | 1,762 | +11.5% | 0.01% | +33.3% |
| Q1 2019 | $536,000 | +22.9% | 1,580 | +9.8% | 0.01% | 0.0% |
| Q4 2018 | $436,000 | -20.3% | 1,439 | -3.3% | 0.01% | -10.0% |
| Q3 2018 | $547,000 | -39.9% | 1,488 | -41.9% | 0.01% | -44.4% |
| Q2 2018 | $910,000 | +13.3% | 2,563 | +9.0% | 0.02% | +5.9% |
| Q1 2018 | $803,000 | -0.2% | 2,351 | +0.9% | 0.02% | 0.0% |
| Q4 2017 | $805,000 | +10.7% | 2,331 | +4.6% | 0.02% | +21.4% |
| Q3 2017 | $727,000 | +2.8% | 2,229 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $707,000 | -2.2% | 2,229 | -3.7% | 0.02% | -11.1% |
| Q1 2017 | $723,000 | -23.0% | 2,315 | -25.7% | 0.02% | -14.3% |
| Q4 2016 | $939,000 | +76.2% | 3,116 | +64.8% | 0.02% | +61.5% |
| Q3 2016 | $533,000 | +54.9% | 1,891 | +49.5% | 0.01% | +30.0% |
| Q2 2016 | $344,000 | +3.0% | 1,265 | -0.8% | 0.01% | 0.0% |
| Q1 2016 | $334,000 | -17.1% | 1,275 | -19.7% | 0.01% | -23.1% |
| Q4 2015 | $403,000 | +54.4% | 1,588 | +51.2% | 0.01% | +44.4% |
| Q3 2015 | $261,000 | +12.5% | 1,050 | +23.5% | 0.01% | +12.5% |
| Q2 2015 | $232,000 | -1.3% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $235,000 | -14.5% | 850 | -18.7% | 0.01% | -11.1% |
| Q4 2014 | $275,000 | +5.8% | 1,045 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $260,000 | -31.8% | 1,045 | -28.8% | 0.01% | -30.8% |
| Q2 2014 | $381,000 | +4.1% | 1,467 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $366,000 | +0.8% | 1,467 | -1.4% | 0.01% | -7.1% |
| Q4 2013 | $363,000 | +8.0% | 1,488 | 0.0% | 0.01% | -6.7% |
| Q3 2013 | $336,000 | +53.4% | 1,488 | +42.4% | 0.02% | +36.4% |
| Q2 2013 | $219,000 | – | 1,045 | – | 0.01% | – |
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% |