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 | $217 | -4.4% | 475 | 0.0% | 0.04% | -4.3% |
| Q2 2023 | $227 | +4.1% | 475 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $218 | +3.8% | 475 | 0.0% | 0.05% | +6.7% |
| Q4 2022 | $210 | -99.9% | 475 | 0.0% | 0.04% | -8.2% |
| Q3 2022 | $191,000 | -2.6% | 475 | 0.0% | 0.05% | +2.1% |
| Q2 2022 | $196,000 | -20.0% | 475 | -5.0% | 0.05% | -9.4% |
| Q1 2022 | $245,000 | -5.4% | 500 | 0.0% | 0.05% | -3.6% |
| Q4 2021 | $259,000 | +7.9% | 500 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $240,000 | +42.0% | 500 | 0.0% | 0.06% | +10.0% |
| Q2 2021 | $169,000 | -29.0% | 500 | 0.0% | 0.05% | -9.1% |
| Q1 2021 | $238,000 | +13.3% | 500 | 0.0% | 0.06% | +5.8% |
| Q4 2020 | $210,000 | +24.3% | 500 | 0.0% | 0.05% | +4.0% |
| Q3 2020 | $169,000 | +4.3% | 500 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $162,000 | +23.7% | 500 | 0.0% | 0.05% | +13.3% |
| Q1 2020 | $131,000 | -30.3% | 500 | 0.0% | 0.04% | -16.7% |
| Q4 2019 | $188,000 | +6.8% | 500 | 0.0% | 0.05% | -1.8% |
| Q3 2019 | $176,000 | -5.9% | 500 | -4.9% | 0.06% | -6.8% |
| Q2 2019 | $187,000 | +2.7% | 526 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $182,000 | +14.5% | 526 | 0.0% | 0.06% | +5.3% |
| Q4 2018 | $159,000 | -13.6% | 526 | +5.2% | 0.06% | -1.7% |
| Q3 2018 | $184,000 | +15.0% | 500 | +6.8% | 0.06% | +9.4% |
| Q2 2018 | $160,000 | +3.9% | 468 | +4.0% | 0.05% | +10.4% |
| Q1 2018 | $154,000 | -0.6% | 450 | 0.0% | 0.05% | -7.7% |
| Q4 2017 | $155,000 | +5.4% | 450 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $147,000 | +2.8% | 450 | 0.0% | 0.05% | -3.8% |
| Q2 2017 | $143,000 | +1.4% | 450 | 0.0% | 0.05% | -5.4% |
| Q1 2017 | $141,000 | -99.9% | 450 | 0.0% | 0.06% | -5.1% |
| Q4 2016 | $135,779,000 | +106812.6% | 450 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $127,000 | +3.3% | 450 | 0.0% | 0.06% | +5.4% |
| Q2 2016 | $123,000 | +4.2% | 450 | -9.1% | 0.06% | +5.7% |
| Q1 2016 | $118,000 | – | 495 | – | 0.05% | – |
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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% |