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 | $5,453,651 | -4.8% | 11,943 | -0.2% | 0.20% | -1.0% |
| Q2 2023 | $5,731,115 | +4.5% | 11,967 | 0.0% | 0.20% | +1.5% |
| Q1 2023 | $5,485,792 | +3.2% | 11,967 | -0.3% | 0.20% | 0.0% |
| Q4 2022 | $5,314,808 | +10.2% | 12,003 | 0.0% | 0.20% | +1.6% |
| Q3 2022 | $4,821,000 | -6.1% | 12,003 | -3.3% | 0.19% | +5.5% |
| Q2 2022 | $5,132,000 | -13.2% | 12,413 | +3.0% | 0.18% | -43.3% |
| Q1 2022 | $5,910,000 | -9.1% | 12,050 | -4.0% | 0.32% | +64.8% |
| Q4 2021 | $6,501,000 | +8.7% | 12,557 | +1.0% | 0.20% | +0.5% |
| Q3 2021 | $5,980,000 | +1.7% | 12,437 | +3.8% | 0.20% | -38.5% |
| Q2 2021 | $5,882,000 | +2.0% | 11,981 | -1.1% | 0.32% | -4.8% |
| Q1 2021 | $5,766,000 | +23.4% | 12,114 | +8.9% | 0.33% | +6.4% |
| Q4 2020 | $4,671,000 | +23.9% | 11,125 | -0.0% | 0.31% | +11.0% |
| Q3 2020 | $3,770,000 | +3.9% | 11,128 | -0.5% | 0.28% | -1.4% |
| Q2 2020 | $3,627,000 | +23.2% | 11,179 | -0.1% | 0.29% | +4.0% |
| Q1 2020 | $2,943,000 | -29.8% | 11,194 | +0.3% | 0.28% | -11.0% |
| Q4 2019 | $4,190,000 | +6.5% | 11,163 | -0.0% | 0.31% | +0.7% |
| Q3 2019 | $3,936,000 | -0.2% | 11,167 | +0.5% | 0.31% | +1.0% |
| Q2 2019 | $3,942,000 | +2.7% | 11,116 | +0.1% | 0.30% | -1.0% |
| Q1 2019 | $3,837,000 | +19.1% | 11,107 | +4.3% | 0.31% | +7.0% |
| Q4 2018 | $3,222,000 | -19.3% | 10,647 | -2.1% | 0.29% | -7.7% |
| Q3 2018 | $3,995,000 | +3.4% | 10,872 | -0.1% | 0.31% | -4.0% |
| Q2 2018 | $3,862,000 | +0.8% | 10,879 | -2.9% | 0.32% | -13.1% |
| Q1 2018 | $3,831,000 | +3.1% | 11,209 | +4.2% | 0.37% | +5.7% |
| Q4 2017 | $3,717,000 | +5.8% | 10,760 | 0.0% | 0.35% | -2.5% |
| Q3 2017 | $3,512,000 | -5.7% | 10,760 | -8.2% | 0.36% | -10.6% |
| Q2 2017 | $3,723,000 | -0.2% | 11,722 | -1.8% | 0.40% | -4.7% |
| Q1 2017 | $3,731,000 | +9.7% | 11,942 | -0.9% | 0.42% | -1.8% |
| Q4 2016 | $3,402,000 | 0.0% | 12,055 | 0.0% | 0.43% | 0.0% |
| Q3 2016 | $3,402,000 | +3.6% | 12,055 | -0.1% | 0.43% | -2.7% |
| Q2 2016 | $3,285,000 | +2.6% | 12,067 | -1.0% | 0.44% | +24.6% |
| Q1 2016 | $3,202,000 | +4.3% | 12,188 | +0.8% | 0.36% | -34.5% |
| Q4 2015 | $3,071,000 | +1.7% | 12,090 | -0.4% | 0.54% | +17.0% |
| Q3 2015 | $3,021,000 | -8.9% | 12,135 | -0.0% | 0.47% | -3.1% |
| Q2 2015 | $3,316,000 | -1.6% | 12,140 | -0.1% | 0.48% | -1.4% |
| Q1 2015 | $3,370,000 | +8.4% | 12,158 | +3.2% | 0.49% | +2.1% |
| Q4 2014 | $3,110,000 | +4.6% | 11,783 | -1.2% | 0.48% | +3.0% |
| Q3 2014 | $2,973,000 | -5.7% | 11,923 | -1.4% | 0.46% | +1.8% |
| Q2 2014 | $3,152,000 | +3.7% | 12,094 | -0.4% | 0.46% | +7.0% |
| Q1 2014 | $3,041,000 | +2.5% | 12,137 | -0.1% | 0.43% | -4.1% |
| Q4 2013 | $2,966,000 | +9.7% | 12,146 | +1.7% | 0.44% | +2.1% |
| Q3 2013 | $2,703,000 | – | 11,945 | – | 0.44% | – |
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% |