SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $387,000 | +83.4% | 1,194 | +93.2% | 0.07% | +51.1% |
| Q1 2018 | $211,000 | -7.9% | 618 | -6.6% | 0.05% | -7.8% |
| Q4 2017 | $229,000 | -3.4% | 662 | -8.7% | 0.05% | -7.3% |
| Q3 2017 | $237,000 | 0.0% | 725 | -2.7% | 0.06% | -6.8% |
| Q2 2017 | $237,000 | +1.3% | 745 | -0.5% | 0.06% | -3.3% |
| Q1 2017 | $234,000 | -25.2% | 749 | -27.8% | 0.06% | -29.9% |
| Q4 2016 | $313,000 | -27.4% | 1,038 | -32.1% | 0.09% | -28.7% |
| Q3 2016 | $431,000 | -83.4% | 1,528 | -84.0% | 0.12% | -83.0% |
| Q2 2016 | $2,604,000 | -5.4% | 9,567 | -8.7% | 0.72% | -4.0% |
| Q1 2016 | $2,753,000 | -21.6% | 10,480 | -24.2% | 0.75% | -18.1% |
| Q4 2015 | $3,512,000 | +2.8% | 13,825 | +0.7% | 0.91% | +2.8% |
| Q3 2015 | $3,415,000 | +1.1% | 13,724 | +11.0% | 0.89% | -3.1% |
| Q2 2015 | $3,378,000 | -0.9% | 12,365 | +0.6% | 0.91% | +8.6% |
| Q1 2015 | $3,408,000 | +6.9% | 12,293 | +1.8% | 0.84% | -1.4% |
| Q4 2014 | $3,187,000 | +8.7% | 12,073 | +2.6% | 0.85% | -3.6% |
| Q3 2014 | $2,933,000 | +699.2% | 11,764 | +736.1% | 0.89% | +576.3% |
| Q2 2014 | $367,000 | -33.5% | 1,407 | -36.1% | 0.13% | -44.0% |
| Q1 2014 | $552,000 | +152.1% | 2,202 | +146.0% | 0.23% | +87.2% |
| Q4 2013 | $219,000 | -54.3% | 895 | -57.7% | 0.12% | -55.4% |
| Q3 2013 | $479,000 | +7.4% | 2,118 | +0.1% | 0.28% | +13.8% |
| Q2 2013 | $446,000 | – | 2,115 | – | 0.25% | – |
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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% |