SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,738 | -4.5% | 100 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $47,891 | +4.5% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $45,841 | +3.5% | 100 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $44,279 | +10.7% | 100 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $40,000 | -2.4% | 100 | 0.0% | 0.02% | +11.8% |
| Q2 2022 | $41,000 | -16.3% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $49,000 | -5.8% | 100 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $52,000 | +8.3% | 100 | 0.0% | 0.02% | +6.2% |
| Q3 2021 | $48,000 | -2.0% | 100 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $49,000 | +16.7% | 100 | 0.0% | 0.02% | +13.3% |
| Q4 2020 | $42,000 | +23.5% | 100 | 0.0% | 0.02% | +7.1% |
| Q3 2020 | $34,000 | +325.0% | 100 | +300.0% | 0.01% | +366.7% |
| Q2 2020 | $8,000 | -78.9% | 25 | -82.8% | 0.00% | -83.3% |
| Q1 2020 | $38,000 | +123.5% | 145 | +222.2% | 0.02% | +260.0% |
| Q4 2019 | $17,000 | +6.2% | 45 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 45 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $16,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | -23.8% | 45 | -35.7% | 0.01% | -33.3% |
| Q4 2018 | $21,000 | -4.5% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $22,000 | +10.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $20,000 | +5.3% | 70 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $19,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $19,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $19,000 | – | 70 | – | 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% |