SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 843 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2020. The put-call ratio across all filers is 1.06 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,442,000 | -4.8% | 3,590 | -2.0% | 0.12% | +0.8% |
| Q2 2022 | $1,515,000 | -15.7% | 3,665 | 0.0% | 0.12% | +5.3% |
| Q1 2022 | $1,797,000 | -6.6% | 3,665 | -1.3% | 0.11% | +8.7% |
| Q4 2021 | $1,923,000 | +4.8% | 3,715 | -2.6% | 0.10% | -5.5% |
| Q3 2021 | $1,835,000 | -2.0% | 3,815 | 0.0% | 0.11% | -2.7% |
| Q2 2021 | $1,873,000 | -3.5% | 3,815 | -6.4% | 0.11% | -13.1% |
| Q1 2021 | $1,940,000 | +6.1% | 4,075 | -6.4% | 0.13% | +0.8% |
| Q4 2020 | $1,829,000 | +21.0% | 4,355 | -2.4% | 0.13% | +4.0% |
| Q3 2020 | $1,511,000 | -2.6% | 4,460 | -6.7% | 0.12% | -13.3% |
| Q2 2020 | $1,551,000 | +26.1% | 4,780 | +2.1% | 0.14% | -2.1% |
| Q1 2020 | $1,230,000 | – | 4,680 | – | 0.15% | – |
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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% |