SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,312 | -23.7% | 800 | -20.0% | 0.09% | -26.9% |
| Q2 2023 | $478,910 | +4.5% | 1,000 | 0.0% | 0.12% | -2.5% |
| Q1 2023 | $458,410 | +3.5% | 1,000 | 0.0% | 0.12% | -6.9% |
| Q4 2022 | $442,790 | +10.1% | 1,000 | 0.0% | 0.13% | +4.0% |
| Q3 2022 | $402,000 | -2.7% | 1,000 | 0.0% | 0.13% | +7.7% |
| Q2 2022 | $413,000 | -15.7% | 1,000 | 0.0% | 0.12% | +2.6% |
| Q1 2022 | $490,000 | -5.4% | 1,000 | 0.0% | 0.11% | +4.6% |
| Q4 2021 | $518,000 | +7.7% | 1,000 | 0.0% | 0.11% | +0.9% |
| Q3 2021 | $481,000 | -2.0% | 1,000 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $491,000 | +3.2% | 1,000 | 0.0% | 0.11% | -6.1% |
| Q1 2021 | $476,000 | +13.3% | 1,000 | 0.0% | 0.12% | +18.6% |
| Q4 2020 | $420,000 | +23.9% | 1,000 | 0.0% | 0.10% | +3.2% |
| Q3 2020 | $339,000 | +4.6% | 1,000 | 0.0% | 0.09% | -11.3% |
| Q2 2020 | $324,000 | +23.2% | 1,000 | 0.0% | 0.11% | -2.8% |
| Q1 2020 | $263,000 | – | 1,000 | – | 0.11% | – |
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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% |