SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394 | -4.6% | 862 | 0.0% | 0.03% | +7.4% |
| Q2 2023 | $413 | +2.0% | 862 | -2.5% | 0.03% | -3.6% |
| Q1 2023 | $405 | +3.6% | 884 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $391 | -99.9% | 884 | 0.0% | 0.03% | -6.7% |
| Q3 2022 | $355,000 | +17.9% | 884 | +21.6% | 0.03% | +36.4% |
| Q2 2022 | $301,000 | -15.7% | 727 | 0.0% | 0.02% | -18.5% |
| Q1 2022 | $357,000 | -5.1% | 727 | 0.0% | 0.03% | +3.8% |
| Q4 2021 | $376,000 | +7.4% | 727 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $350,000 | -2.0% | 727 | 0.0% | 0.03% | -7.1% |
| Q2 2021 | $357,000 | +43.4% | 727 | +39.0% | 0.03% | +21.7% |
| Q1 2021 | $249,000 | +13.2% | 523 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $220,000 | -6.4% | 523 | -21.1% | 0.02% | -21.4% |
| Q2 2019 | $235,000 | +2.6% | 663 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $229,000 | +13.4% | 663 | -0.6% | 0.03% | +3.7% |
| Q4 2018 | $202,000 | -17.2% | 667 | +0.6% | 0.03% | -10.0% |
| Q3 2018 | $244,000 | -0.4% | 663 | -3.8% | 0.03% | -9.1% |
| Q2 2018 | $245,000 | +7.9% | 689 | +3.9% | 0.03% | +3.1% |
| Q1 2018 | $227,000 | -0.9% | 663 | 0.0% | 0.03% | +3.2% |
| Q4 2017 | $229,000 | +6.0% | 663 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $216,000 | +6.4% | 663 | +3.6% | 0.03% | +3.3% |
| Q2 2017 | $203,000 | -56.2% | 640 | -63.7% | 0.03% | -62.0% |
| Q1 2016 | $463,000 | – | 1,762 | – | 0.08% | – |
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% |