SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,501,853 | +0.5% | 145,633 | +5.4% | 0.03% | +3.7% |
| Q2 2023 | $66,159,022 | +11.0% | 138,145 | +6.2% | 0.03% | +3.8% |
| Q1 2023 | $59,629,056 | +4.5% | 130,078 | +0.9% | 0.03% | 0.0% |
| Q4 2022 | $57,069,875 | +16.4% | 128,887 | +5.6% | 0.03% | +8.3% |
| Q3 2022 | $49,024,000 | +3.4% | 122,054 | +6.5% | 0.02% | +9.1% |
| Q2 2022 | $47,394,000 | -68.1% | 114,620 | -62.2% | 0.02% | -61.4% |
| Q1 2022 | $148,738,000 | -50.4% | 303,268 | -47.6% | 0.06% | -46.2% |
| Q4 2021 | $299,662,000 | +388.5% | 578,856 | +353.8% | 0.11% | +341.7% |
| Q3 2021 | $61,343,000 | -5.3% | 127,564 | -3.3% | 0.02% | -7.7% |
| Q2 2021 | $64,762,000 | -6.9% | 131,896 | -9.8% | 0.03% | -16.1% |
| Q1 2021 | $69,586,000 | +15.2% | 146,173 | +1.6% | 0.03% | +6.9% |
| Q4 2020 | $60,404,000 | +36.3% | 143,847 | +10.0% | 0.03% | +20.8% |
| Q3 2020 | $44,314,000 | +29.7% | 130,786 | +24.2% | 0.02% | +20.0% |
| Q2 2020 | $34,169,000 | +53.2% | 105,300 | +24.1% | 0.02% | +25.0% |
| Q1 2020 | $22,306,000 | -61.3% | 84,851 | -44.8% | 0.02% | -51.5% |
| Q4 2019 | $57,698,000 | +16.7% | 153,706 | +9.6% | 0.03% | +6.5% |
| Q3 2019 | $49,449,000 | +1.2% | 140,294 | +1.8% | 0.03% | +3.3% |
| Q2 2019 | $48,864,000 | -3.3% | 137,803 | -5.8% | 0.03% | -9.1% |
| Q1 2019 | $50,522,000 | -18.2% | 146,270 | -28.3% | 0.03% | -28.3% |
| Q4 2018 | $61,786,000 | -58.4% | 204,136 | -49.5% | 0.05% | -52.6% |
| Q3 2018 | $148,442,000 | +2.4% | 403,968 | -1.1% | 0.10% | -4.0% |
| Q2 2018 | $145,010,000 | -9.1% | 408,455 | -12.5% | 0.10% | -12.2% |
| Q1 2018 | $159,574,000 | -6.8% | 466,960 | -5.8% | 0.12% | -5.7% |
| Q4 2017 | $171,227,000 | +7.5% | 495,721 | +1.6% | 0.12% | +2.5% |
| Q3 2017 | $159,261,000 | -6.7% | 488,037 | -9.2% | 0.12% | -9.8% |
| Q2 2017 | $170,739,000 | +3.2% | 537,556 | +1.5% | 0.13% | 0.0% |
| Q1 2017 | $165,479,000 | +35.1% | 529,669 | +30.5% | 0.13% | +29.4% |
| Q4 2016 | $122,453,000 | +779.5% | 405,835 | +722.8% | 0.10% | +750.0% |
| Q3 2016 | $13,923,000 | +11.2% | 49,325 | +7.2% | 0.01% | +9.1% |
| Q2 2016 | $12,522,000 | +20.8% | 45,999 | +16.6% | 0.01% | +22.2% |
| Q1 2016 | $10,366,000 | +42.6% | 39,457 | +37.9% | 0.01% | +50.0% |
| Q4 2015 | $7,271,000 | +45.2% | 28,622 | +42.2% | 0.01% | +50.0% |
| Q3 2015 | $5,008,000 | +84.2% | 20,122 | +102.2% | 0.00% | +100.0% |
| Q2 2015 | $2,719,000 | +108.7% | 9,953 | +111.8% | 0.00% | +100.0% |
| Q1 2015 | $1,303,000 | +38.2% | 4,700 | +31.6% | 0.00% | 0.0% |
| Q4 2014 | $943,000 | -15.8% | 3,571 | -20.5% | 0.00% | 0.0% |
| Q3 2014 | $1,120,000 | +1.5% | 4,493 | +6.1% | 0.00% | 0.0% |
| Q2 2014 | $1,103,000 | -78.5% | 4,234 | -79.3% | 0.00% | -75.0% |
| Q1 2014 | $5,124,000 | +97.1% | 20,451 | +78.0% | 0.00% | +33.3% |
| Q3 2013 | $2,600,000 | – | 11,489 | – | 0.00% | – |
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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% |