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 | $1,386,596 | -9.0% | 3,037 | -4.5% | 0.11% | -10.3% |
| Q2 2023 | $1,523,182 | -1.5% | 3,181 | -5.7% | 0.13% | -10.6% |
| Q1 2023 | $1,546,454 | +136.2% | 3,374 | +128.1% | 0.14% | +101.4% |
| Q4 2022 | $654,673 | +10.2% | 1,479 | +0.1% | 0.07% | -6.7% |
| Q3 2022 | $594,000 | -19.2% | 1,478 | -16.8% | 0.08% | -34.8% |
| Q2 2022 | $735,000 | -29.5% | 1,777 | -16.4% | 0.12% | -7.3% |
| Q1 2022 | $1,042,000 | -10.5% | 2,126 | -5.5% | 0.12% | +19.2% |
| Q4 2021 | $1,164,000 | -1.0% | 2,249 | -8.1% | 0.10% | -12.6% |
| Q3 2021 | $1,176,000 | -2.0% | 2,446 | +0.0% | 0.12% | -3.3% |
| Q2 2021 | $1,200,000 | +3.2% | 2,445 | +0.0% | 0.12% | -12.1% |
| Q1 2021 | $1,163,000 | +13.4% | 2,444 | +0.0% | 0.14% | +2.2% |
| Q4 2020 | $1,026,000 | +24.1% | 2,443 | +0.1% | 0.14% | +7.9% |
| Q3 2020 | $827,000 | +4.4% | 2,441 | +0.0% | 0.13% | -13.0% |
| Q2 2020 | $792,000 | +23.6% | 2,440 | +0.0% | 0.15% | -16.6% |
| Q1 2020 | $641,000 | -29.9% | 2,439 | +0.1% | 0.18% | -38.2% |
| Q4 2019 | $915,000 | +6.5% | 2,437 | +0.0% | 0.28% | +6.0% |
| Q3 2019 | $859,000 | -0.5% | 2,436 | +0.1% | 0.27% | -1.5% |
| Q2 2019 | $863,000 | +2.7% | 2,434 | +0.0% | 0.27% | -1.8% |
| Q1 2019 | $840,000 | +14.1% | 2,433 | +0.0% | 0.28% | +0.7% |
| Q4 2018 | $736,000 | -33.0% | 2,432 | -18.7% | 0.27% | -20.3% |
| Q3 2018 | $1,099,000 | +3.6% | 2,990 | +0.0% | 0.34% | +9.2% |
| Q2 2018 | $1,061,000 | +3.9% | 2,989 | 0.0% | 0.32% | +2.3% |
| Q1 2018 | $1,021,000 | -1.1% | 2,989 | +0.0% | 0.31% | +9.6% |
| Q4 2017 | $1,032,000 | +5.8% | 2,988 | +0.0% | 0.28% | -5.4% |
| Q3 2017 | $975,000 | +2.6% | 2,987 | 0.0% | 0.30% | -0.7% |
| Q2 2017 | $950,000 | -11.1% | 2,987 | -12.4% | 0.30% | -18.1% |
| Q1 2017 | $1,069,000 | +3.5% | 3,411 | 0.0% | 0.36% | +1.1% |
| Q4 2016 | $1,033,000 | +305.1% | 3,411 | +253.5% | 0.36% | +161.6% |
| Q4 2014 | $255,000 | – | 965 | – | 0.14% | – |
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% |