SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,278,592 | -80.2% | 2,800 | -82.6% | 0.03% | -86.2% |
| Q3 2022 | $6,458,000 | +287.4% | 16,078 | +373.6% | 0.20% | +262.5% |
| Q2 2021 | $1,667,000 | +83.0% | 3,395 | +77.4% | 0.06% | +9.8% |
| Q1 2021 | $911,000 | -51.6% | 1,914 | -65.6% | 0.05% | -65.5% |
| Q3 2020 | $1,883,000 | +744.4% | 5,556 | +836.9% | 0.15% | +770.6% |
| Q4 2019 | $223,000 | -33.6% | 593 | -39.1% | 0.02% | -69.6% |
| Q1 2019 | $336,000 | -63.5% | 974 | -63.5% | 0.06% | -5.1% |
| Q4 2017 | $921,000 | +50.2% | 2,665 | +38.2% | 0.06% | +63.9% |
| Q2 2017 | $613,000 | – | 1,929 | – | 0.04% | – |
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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% |