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 | $383,121 | -11.1% | 839 | -6.8% | 0.04% | -7.7% |
| Q2 2023 | $431,019 | +3.7% | 900 | -0.8% | 0.04% | -2.5% |
| Q1 2023 | $415,778 | +1.3% | 907 | -2.2% | 0.04% | -4.8% |
| Q4 2022 | $410,466 | -3.0% | 927 | -11.9% | 0.04% | -10.6% |
| Q3 2022 | $423,000 | -2.8% | 1,052 | 0.0% | 0.05% | +2.2% |
| Q2 2022 | $435,000 | -15.7% | 1,052 | 0.0% | 0.05% | -6.1% |
| Q1 2022 | $516,000 | -5.3% | 1,052 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $545,000 | +7.7% | 1,052 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $506,000 | -2.1% | 1,052 | 0.0% | 0.05% | -5.7% |
| Q2 2021 | $517,000 | +3.2% | 1,052 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $501,000 | +13.3% | 1,052 | 0.0% | 0.05% | +5.9% |
| Q4 2020 | $442,000 | +27.0% | 1,052 | +2.4% | 0.05% | +8.5% |
| Q3 2020 | $348,000 | +4.5% | 1,027 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $333,000 | +23.3% | 1,027 | 0.0% | 0.05% | +6.7% |
| Q1 2020 | $270,000 | -30.9% | 1,027 | -1.4% | 0.04% | -6.2% |
| Q4 2019 | $391,000 | +6.5% | 1,042 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $367,000 | -9.4% | 1,042 | -8.8% | 0.05% | -9.3% |
| Q2 2019 | $405,000 | +2.8% | 1,142 | 0.0% | 0.05% | -1.8% |
| Q1 2019 | $394,000 | +13.9% | 1,142 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $346,000 | -17.6% | 1,142 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $420,000 | +7.1% | 1,142 | +3.3% | 0.06% | +83.3% |
| Q2 2018 | $392,000 | +79.0% | 1,105 | +72.7% | 0.03% | -6.2% |
| Q1 2018 | $219,000 | -0.9% | 640 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $221,000 | +5.7% | 640 | 0.0% | 0.03% | +6.7% |
| Q3 2017 | $209,000 | +3.0% | 640 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $203,000 | – | 640 | – | 0.03% | – |
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% |