SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 838 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 2023 | $1,187,264 | -4.7% | 2,600 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $1,245,166 | -23.5% | 2,600 | -26.8% | 0.16% | -25.6% |
| Q1 2023 | $1,627,356 | +31.3% | 3,550 | +26.8% | 0.21% | +26.3% |
| Q4 2022 | $1,239,812 | +10.2% | 2,800 | 0.0% | 0.17% | -2.9% |
| Q3 2022 | $1,125,000 | -2.8% | 2,800 | 0.0% | 0.17% | -2.3% |
| Q2 2022 | $1,158,000 | -15.7% | 2,800 | 0.0% | 0.18% | +2.9% |
| Q1 2022 | $1,373,000 | -5.3% | 2,800 | 0.0% | 0.17% | +1.2% |
| Q4 2021 | $1,450,000 | +7.7% | 2,800 | 0.0% | 0.17% | -6.6% |
| Q3 2021 | $1,346,000 | -2.1% | 2,800 | 0.0% | 0.18% | +2.3% |
| Q2 2021 | $1,375,000 | +3.2% | 2,800 | 0.0% | 0.18% | -2.7% |
| Q1 2021 | $1,333,000 | +13.4% | 2,800 | 0.0% | 0.18% | +5.2% |
| Q4 2020 | $1,176,000 | +38.8% | 2,800 | +12.0% | 0.17% | +24.5% |
| Q3 2020 | $847,000 | +21.3% | 2,500 | +16.3% | 0.14% | +14.9% |
| Q2 2020 | $698,000 | +4.2% | 2,150 | -15.7% | 0.12% | -8.3% |
| Q1 2020 | $670,000 | +123.3% | 2,550 | +218.8% | 0.13% | +180.9% |
| Q4 2019 | $300,000 | +6.4% | 800 | 0.0% | 0.05% | -6.0% |
| Q3 2019 | $282,000 | -0.7% | 800 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $284,000 | +2.9% | 800 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $276,000 | +14.0% | 800 | 0.0% | 0.05% | +2.1% |
| Q4 2018 | $242,000 | -17.7% | 800 | 0.0% | 0.05% | -7.7% |
| Q3 2018 | $294,000 | +3.5% | 800 | 0.0% | 0.05% | -3.7% |
| Q2 2018 | $284,000 | +4.0% | 800 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $273,000 | -1.1% | 800 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $276,000 | +5.7% | 800 | 0.0% | 0.05% | +1.9% |
| Q3 2017 | $261,000 | – | 800 | – | 0.05% | – |
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% |