SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 843 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,829,439 | -5.2% | 3,419 | -1.4% | 0.31% | +2.3% |
| Q1 2024 | $1,930,152 | +7.9% | 3,469 | -1.6% | 0.30% | -6.4% |
| Q4 2023 | $1,789,022 | +4.0% | 3,526 | -6.4% | 0.33% | -0.9% |
| Q3 2023 | $1,720,163 | -5.6% | 3,767 | -1.0% | 0.33% | 0.0% |
| Q2 2023 | $1,821,774 | -0.4% | 3,804 | -4.7% | 0.33% | -6.8% |
| Q1 2023 | $1,829,973 | -3.7% | 3,992 | -7.0% | 0.35% | -7.6% |
| Q4 2022 | $1,900,454 | +3.6% | 4,292 | -6.0% | 0.38% | -10.7% |
| Q3 2022 | $1,834,000 | -6.6% | 4,567 | -3.8% | 0.43% | -3.6% |
| Q2 2022 | $1,964,000 | -17.7% | 4,748 | -2.4% | 0.44% | -3.3% |
| Q1 2022 | $2,387,000 | -6.2% | 4,867 | -1.0% | 0.46% | -8.2% |
| Q4 2021 | $2,546,000 | -2.2% | 4,918 | -9.1% | 0.50% | -15.7% |
| Q3 2021 | $2,603,000 | -0.3% | 5,413 | +1.8% | 0.59% | +0.2% |
| Q2 2021 | $2,610,000 | -2.4% | 5,316 | -5.4% | 0.59% | -6.3% |
| Q1 2021 | $2,675,000 | -0.7% | 5,621 | -12.4% | 0.63% | -8.5% |
| Q4 2020 | $2,695,000 | -37.9% | 6,418 | -49.9% | 0.69% | -38.4% |
| Q3 2020 | $4,337,000 | +1.1% | 12,799 | -3.2% | 1.12% | -3.9% |
| Q2 2020 | $4,290,000 | – | 13,220 | – | 1.17% | – |
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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% |