SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 931 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,586,171 | -28.6% | 8,571 | -25.8% | 0.11% | -12.1% |
| Q1 2024 | $6,424,194 | -43.8% | 11,546 | -48.7% | 0.12% | -57.5% |
| Q4 2023 | $11,422,646 | -30.8% | 22,513 | -37.8% | 0.29% | -25.5% |
| Q3 2023 | $16,516,669 | -12.9% | 36,170 | -8.6% | 0.39% | -5.8% |
| Q2 2023 | $18,955,258 | +2175.5% | 39,580 | +1808.4% | 0.42% | +1881.0% |
| Q3 2022 | $833,000 | +59.3% | 2,074 | +94.4% | 0.02% | +75.0% |
| Q1 2022 | $523,000 | +74.9% | 1,067 | +84.6% | 0.01% | +71.4% |
| Q4 2021 | $299,000 | +26.2% | 578 | -8.5% | 0.01% | -66.7% |
| Q4 2019 | $237,000 | -60.5% | 632 | -62.8% | 0.02% | -61.8% |
| Q3 2019 | $600,000 | +82.9% | 1,701 | +56.3% | 0.06% | -26.7% |
| Q4 2016 | $328,000 | – | 1,088 | – | 0.08% | – |
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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% |