SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,020 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,030,029 | -13.0% | 1,925 | -9.5% | 0.13% | -9.2% |
| Q1 2024 | $1,184,019 | +9.7% | 2,128 | 0.0% | 0.14% | +3.7% |
| Q4 2023 | $1,079,705 | +11.1% | 2,128 | 0.0% | 0.14% | +6.2% |
| Q3 2023 | $971,730 | -34.4% | 2,128 | -31.2% | 0.13% | -29.7% |
| Q2 2023 | $1,482,227 | +4.5% | 3,095 | 0.0% | 0.18% | +0.6% |
| Q1 2023 | $1,418,778 | +3.5% | 3,095 | 0.0% | 0.18% | -5.7% |
| Q4 2022 | $1,370,436 | +10.3% | 3,095 | 0.0% | 0.19% | +0.5% |
| Q3 2022 | $1,243,000 | -2.9% | 3,095 | 0.0% | 0.19% | -0.5% |
| Q2 2022 | $1,280,000 | -15.7% | 3,095 | 0.0% | 0.19% | -4.0% |
| Q1 2022 | $1,518,000 | -5.2% | 3,095 | 0.0% | 0.20% | +1.5% |
| Q4 2021 | $1,602,000 | +7.6% | 3,095 | 0.0% | 0.20% | -1.0% |
| Q3 2021 | $1,489,000 | -4.9% | 3,095 | -2.9% | 0.20% | -5.7% |
| Q2 2021 | $1,566,000 | +3.2% | 3,189 | 0.0% | 0.21% | +1.4% |
| Q1 2021 | $1,518,000 | +13.4% | 3,189 | 0.0% | 0.21% | +4.0% |
| Q4 2020 | $1,339,000 | +20.1% | 3,189 | -3.0% | 0.20% | +2.6% |
| Q3 2020 | $1,115,000 | +4.5% | 3,289 | 0.0% | 0.20% | +1.0% |
| Q2 2020 | $1,067,000 | +23.4% | 3,289 | 0.0% | 0.19% | +2.7% |
| Q1 2020 | $865,000 | -29.9% | 3,289 | 0.0% | 0.19% | -12.1% |
| Q4 2019 | $1,234,000 | +6.5% | 3,289 | 0.0% | 0.21% | +0.9% |
| Q3 2019 | $1,159,000 | -0.7% | 3,289 | 0.0% | 0.21% | +8.7% |
| Q2 2019 | $1,167,000 | -4.0% | 3,289 | -6.6% | 0.20% | -11.0% |
| Q1 2019 | $1,216,000 | +9.5% | 3,522 | -3.9% | 0.22% | -4.8% |
| Q4 2018 | $1,110,000 | -17.5% | 3,665 | 0.0% | 0.23% | -18.7% |
| Q3 2018 | $1,346,000 | +3.5% | 3,665 | 0.0% | 0.28% | -6.3% |
| Q2 2018 | $1,301,000 | +3.8% | 3,665 | 0.0% | 0.30% | +4.1% |
| Q1 2018 | $1,253,000 | -1.0% | 3,665 | 0.0% | 0.29% | -6.8% |
| Q4 2017 | $1,266,000 | – | 3,665 | – | 0.31% | – |
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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% |