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 | $545,944 | -11.3% | 1,196 | -7.0% | 0.03% | -7.1% |
| Q2 2023 | $615,671 | +4.5% | 1,286 | 0.0% | 0.03% | -6.7% |
| Q1 2023 | $589,317 | +3.5% | 1,286 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $569,236 | +17.6% | 1,286 | +6.6% | 0.03% | +6.9% |
| Q3 2022 | $484,000 | -2.8% | 1,206 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $498,000 | -22.2% | 1,206 | -7.7% | 0.03% | -12.5% |
| Q1 2022 | $640,000 | +2.6% | 1,306 | +8.3% | 0.03% | +3.2% |
| Q4 2021 | $624,000 | +17.3% | 1,206 | +9.0% | 0.03% | +34.8% |
| Q3 2021 | $532,000 | +6.6% | 1,106 | +8.9% | 0.02% | -14.8% |
| Q2 2021 | $499,000 | +3.3% | 1,016 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $483,000 | +13.4% | 1,016 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $426,000 | +13.9% | 1,016 | -8.1% | 0.03% | +45.0% |
| Q3 2020 | $374,000 | +13.3% | 1,106 | +8.9% | 0.02% | -31.0% |
| Q2 2020 | $330,000 | +23.6% | 1,016 | 0.0% | 0.03% | -39.6% |
| Q1 2020 | $267,000 | -8.6% | 1,016 | +30.6% | 0.05% | -5.9% |
| Q4 2019 | $292,000 | +6.6% | 778 | 0.0% | 0.05% | -13.6% |
| Q3 2019 | $274,000 | -0.7% | 778 | 0.0% | 0.06% | -7.8% |
| Q2 2019 | $276,000 | -8.9% | 778 | -11.4% | 0.06% | -11.1% |
| Q1 2019 | $303,000 | +13.9% | 878 | 0.0% | 0.07% | +1.4% |
| Q4 2018 | $266,000 | +22.0% | 878 | +47.8% | 0.07% | +39.2% |
| Q3 2018 | $218,000 | +1.4% | 594 | -2.1% | 0.05% | -15.0% |
| Q2 2018 | $215,000 | -12.6% | 607 | -15.6% | 0.06% | -17.8% |
| Q1 2018 | $246,000 | -0.8% | 719 | 0.0% | 0.07% | -2.7% |
| Q4 2017 | $248,000 | – | 719 | – | 0.08% | – |
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% |