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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,795,715 | +48207.5% | 963,113 | +50563.5% | 3.35% | +23850.0% |
| Q2 2023 | $910,408 | +4.5% | 1,901 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $871,438 | -74.8% | 1,901 | -50.5% | 0.01% | -51.7% |
| Q4 2022 | $3,453,374 | +123.6% | 3,844 | -0.1% | 0.03% | +107.1% |
| Q3 2022 | $1,544,392 | +90.4% | 3,846 | +96.0% | 0.01% | -22.2% |
| Q2 2022 | $811,267 | +243.8% | 1,962 | +307.1% | 0.02% | +200.0% |
| Q1 2022 | $236,000 | +4.4% | 482 | +10.3% | 0.01% | 0.0% |
| Q4 2021 | $226,000 | +10.2% | 437 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $205,000 | -2.4% | 427 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $210,000 | +3.4% | 427 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $203,000 | +13.4% | 427 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $179,000 | +894.4% | 427 | +705.7% | 0.01% | +250.0% |
| Q3 2020 | $18,000 | -18.2% | 53 | -23.2% | 0.00% | -33.3% |
| Q2 2020 | $22,000 | +22.2% | 69 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -93.1% | 69 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $259,000 | +979.2% | 69 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +14.3% | 69 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $21,000 | – | 69 | – | 0.01% | – |
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% |