SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 851 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,771,297 | +38.2% | 30,158 | +344.1% | 0.21% | +48.6% |
| Q2 2023 | $9,967,806 | +664.3% | 6,791 | -58.0% | 0.14% | +554.5% |
| Q1 2023 | $1,304,218 | -66.8% | 16,177 | +82.1% | 0.02% | -69.0% |
| Q4 2022 | $3,934,233 | +139.3% | 8,885 | +123.4% | 0.07% | +91.9% |
| Q2 2022 | $1,644,000 | -16.4% | 3,977 | -0.8% | 0.04% | -14.0% |
| Q1 2022 | $1,967,000 | -6.7% | 4,011 | -1.5% | 0.04% | -14.0% |
| Q4 2021 | $2,108,000 | +11.9% | 4,072 | +4.0% | 0.05% | -3.8% |
| Q3 2021 | $1,883,000 | +2.6% | 3,916 | +4.7% | 0.05% | +2.0% |
| Q2 2021 | $1,836,000 | +2.5% | 3,739 | -0.7% | 0.05% | -10.5% |
| Q1 2021 | $1,792,000 | +67.3% | 3,765 | +47.6% | 0.06% | +50.0% |
| Q4 2020 | $1,071,000 | +26.0% | 2,550 | +1.6% | 0.04% | +2.7% |
| Q3 2020 | $850,000 | -33.3% | 2,510 | -36.1% | 0.04% | -31.5% |
| Q2 2020 | $1,275,000 | +19.7% | 3,930 | -3.0% | 0.05% | +3.8% |
| Q1 2020 | $1,065,000 | +147.1% | 4,050 | +252.8% | 0.05% | +188.9% |
| Q4 2019 | $431,000 | +20.4% | 1,148 | +12.9% | 0.02% | 0.0% |
| Q3 2019 | $358,000 | -0.8% | 1,017 | 0.0% | 0.02% | -21.7% |
| Q2 2019 | $361,000 | – | 1,017 | – | 0.02% | – |
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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% |