SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,305,027 | +13.2% | 4,543 | +1.9% | 0.08% | 0.0% |
| Q3 2023 | $2,036,157 | -11.2% | 4,459 | -6.9% | 0.08% | -8.3% |
| Q2 2023 | $2,292,542 | +2.1% | 4,787 | -2.2% | 0.08% | -3.4% |
| Q1 2023 | $2,244,833 | +101522.1% | 4,897 | -1.8% | 0.09% | -5.4% |
| Q4 2022 | $2,209 | -99.9% | 4,989 | 0.0% | 0.09% | +1.1% |
| Q3 2022 | $2,004,000 | +46.0% | 4,989 | +50.3% | 0.09% | +56.9% |
| Q2 2022 | $1,373,000 | +131.9% | 3,320 | +175.1% | 0.06% | +176.2% |
| Q1 2022 | $592,000 | +12.1% | 1,207 | +18.3% | 0.02% | +23.5% |
| Q4 2021 | $528,000 | +10.0% | 1,020 | +2.1% | 0.02% | 0.0% |
| Q3 2021 | $480,000 | +64.4% | 999 | +68.2% | 0.02% | +54.5% |
| Q2 2021 | $292,000 | +3.2% | 594 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $283,000 | +23.6% | 594 | +9.0% | 0.01% | +22.2% |
| Q4 2020 | $229,000 | +11.7% | 545 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $205,000 | -55.4% | 545 | -58.3% | 0.01% | -59.1% |
| Q3 2019 | $460,000 | -0.9% | 1,307 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $464,000 | +2.9% | 1,307 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $451,000 | +13.9% | 1,307 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $396,000 | -17.5% | 1,307 | 0.0% | 0.02% | -8.3% |
| Q3 2018 | $480,000 | +3.4% | 1,307 | 0.0% | 0.02% | -20.0% |
| Q2 2018 | $464,000 | +4.0% | 1,307 | 0.0% | 0.03% | +7.1% |
| Q1 2018 | $446,000 | -1.1% | 1,307 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $451,000 | +5.9% | 1,307 | 0.0% | 0.03% | -15.2% |
| Q3 2017 | $426,000 | +2.4% | 1,307 | 0.0% | 0.03% | -2.9% |
| Q2 2017 | $416,000 | +2.0% | 1,307 | 0.0% | 0.03% | +9.7% |
| Q1 2017 | $408,000 | +3.6% | 1,307 | 0.0% | 0.03% | -6.1% |
| Q4 2016 | $394,000 | +45.4% | 1,307 | +35.9% | 0.03% | +3.1% |
| Q3 2016 | $271,000 | – | 962 | – | 0.03% | – |
Download | ||||||
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% |