SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 931 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $223,000 | +9.9% | 450 | -41.6% | 0.02% | +11.1% |
| Q1 2020 | $203,000 | -23.1% | 771 | +9.8% | 0.02% | +50.0% |
| Q4 2019 | $264,000 | -25.4% | 702 | -39.9% | 0.01% | -45.5% |
| Q4 2018 | $354,000 | +33.6% | 1,169 | +62.1% | 0.02% | +83.3% |
| Q3 2018 | $265,000 | -18.5% | 721 | -21.2% | 0.01% | -25.0% |
| Q2 2018 | $325,000 | +59.3% | 915 | +22.0% | 0.02% | +100.0% |
| Q2 2016 | $204,000 | – | 750 | – | 0.01% | – |
Download | ||||||
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% |