SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 849 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,365 | -9.1% | 8,159 | -5.5% | 2.24% | +2.5% |
| Q1 2024 | $4,804 | +3.8% | 8,635 | -5.3% | 2.19% | -5.1% |
| Q4 2023 | $4,628 | +10.5% | 9,121 | -0.6% | 2.30% | +3.0% |
| Q3 2023 | $4,190 | -4.3% | 9,176 | +0.4% | 2.24% | -1.1% |
| Q2 2023 | $4,378 | +5.6% | 9,142 | +1.1% | 2.26% | +0.9% |
| Q1 2023 | $4,146 | +3.6% | 9,044 | +0.0% | 2.24% | +0.8% |
| Q4 2022 | $4,003 | -99.9% | 9,041 | -9.0% | 2.22% | +1.2% |
| Q3 2022 | $3,989,000 | -5.6% | 9,930 | -2.8% | 2.20% | +0.1% |
| Q2 2022 | $4,226,000 | -17.3% | 10,220 | -1.9% | 2.20% | -2.7% |
| Q1 2022 | $5,108,000 | -7.0% | 10,416 | -1.8% | 2.26% | -2.0% |
| Q4 2021 | $5,493,000 | +9.0% | 10,611 | +1.3% | 2.30% | +1.9% |
| Q3 2021 | $5,038,000 | +0.6% | 10,477 | +2.7% | 2.26% | -0.9% |
| Q2 2021 | $5,008,000 | +4.5% | 10,200 | +1.4% | 2.28% | -0.9% |
| Q1 2021 | $4,791,000 | +12.6% | 10,063 | -0.7% | 2.30% | +9.3% |
| Q4 2020 | $4,254,000 | +31.4% | 10,131 | +6.0% | 2.10% | +11.4% |
| Q3 2020 | $3,237,000 | +12.9% | 9,554 | +8.1% | 1.89% | +3.9% |
| Q2 2020 | $2,868,000 | +23.1% | 8,839 | -0.3% | 1.82% | +3.7% |
| Q1 2020 | $2,330,000 | -30.4% | 8,864 | -0.6% | 1.75% | -13.2% |
| Q4 2019 | $3,346,000 | +5.4% | 8,914 | -1.0% | 2.02% | -6.1% |
| Q3 2019 | $3,174,000 | +4.6% | 9,004 | +5.3% | 2.15% | +2.4% |
| Q2 2019 | $3,033,000 | -6.1% | 8,554 | -8.6% | 2.10% | -12.7% |
| Q1 2019 | $3,231,000 | +14.1% | 9,354 | 0.0% | 2.41% | +4.3% |
| Q4 2018 | $2,831,000 | -17.6% | 9,354 | 0.0% | 2.31% | -1.0% |
| Q3 2018 | $3,437,000 | +2.7% | 9,354 | -0.7% | 2.33% | -3.0% |
| Q2 2018 | $3,346,000 | +3.9% | 9,424 | 0.0% | 2.40% | +1.8% |
| Q1 2018 | $3,220,000 | -2.0% | 9,424 | -0.9% | 2.36% | -0.5% |
| Q4 2017 | $3,286,000 | +5.8% | 9,514 | 0.0% | 2.37% | +2.7% |
| Q3 2017 | $3,105,000 | +2.7% | 9,514 | 0.0% | 2.31% | +2.4% |
| Q2 2017 | $3,022,000 | +0.9% | 9,514 | -0.8% | 2.25% | -0.2% |
| Q1 2017 | $2,995,000 | +3.3% | 9,587 | -0.2% | 2.26% | -0.1% |
| Q4 2016 | $2,899,000 | +6.9% | 9,607 | 0.0% | 2.26% | +2.4% |
| Q3 2016 | $2,712,000 | +3.7% | 9,607 | 0.0% | 2.21% | -1.0% |
| Q2 2016 | $2,615,000 | +1.7% | 9,607 | -1.8% | 2.23% | +0.1% |
| Q1 2016 | $2,571,000 | +3.4% | 9,785 | 0.0% | 2.23% | +1.9% |
| Q4 2015 | $2,486,000 | +2.1% | 9,785 | 0.0% | 2.18% | -3.4% |
| Q3 2015 | $2,435,000 | -8.9% | 9,785 | 0.0% | 2.26% | -1.5% |
| Q2 2015 | $2,673,000 | -1.5% | 9,785 | 0.0% | 2.30% | -3.6% |
| Q1 2015 | $2,713,000 | +5.0% | 9,785 | 0.0% | 2.38% | +1.7% |
| Q4 2014 | $2,583,000 | – | 9,785 | – | 2.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |