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 | $8,871,247 | -30.1% | 19,427 | -26.7% | 1.18% | -25.8% |
| Q2 2023 | $12,690,729 | -2.6% | 26,499 | -6.8% | 1.60% | -8.3% |
| Q1 2023 | $13,034,967 | -3.2% | 28,435 | -6.5% | 1.74% | -8.9% |
| Q4 2022 | $13,462,649 | +14.8% | 30,404 | +4.2% | 1.91% | -8.1% |
| Q3 2022 | $11,725,000 | -0.2% | 29,191 | +2.8% | 2.08% | -3.1% |
| Q2 2022 | $11,743,000 | -16.4% | 28,400 | -0.8% | 2.15% | -2.5% |
| Q1 2022 | $14,040,000 | +1.3% | 28,627 | +6.9% | 2.20% | -19.6% |
| Q4 2021 | $13,862,000 | +9.7% | 26,777 | +1.9% | 2.74% | -4.6% |
| Q3 2021 | $12,642,000 | +16.9% | 26,289 | +19.4% | 2.87% | -3.1% |
| Q2 2021 | $10,815,000 | +24.3% | 22,026 | +20.5% | 2.96% | +4.2% |
| Q1 2021 | $8,703,000 | +75.1% | 18,281 | +54.5% | 2.84% | +75.1% |
| Q4 2020 | $4,970,000 | +34.9% | 11,835 | +8.9% | 1.62% | +8.3% |
| Q3 2020 | $3,683,000 | +218.6% | 10,871 | +205.1% | 1.50% | +189.4% |
| Q2 2020 | $1,156,000 | – | 3,563 | – | 0.52% | – |
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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% |