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 | $7,451,616 | -5.4% | 16,318 | -0.8% | 0.59% | -0.7% |
| Q2 2023 | $7,880,552 | +1.8% | 16,455 | -2.6% | 0.59% | -3.3% |
| Q1 2023 | $7,741,814 | +6.0% | 16,888 | +2.4% | 0.61% | -1.0% |
| Q4 2022 | $7,304,278 | +9.9% | 16,496 | -0.3% | 0.62% | +0.8% |
| Q3 2022 | $6,647,000 | -4.2% | 16,549 | -1.4% | 0.61% | +3.7% |
| Q2 2022 | $6,942,000 | -34.9% | 16,790 | -22.7% | 0.59% | -23.6% |
| Q1 2022 | $10,656,000 | -7.4% | 21,728 | -2.3% | 0.77% | -7.1% |
| Q4 2021 | $11,513,000 | +7.2% | 22,240 | -0.4% | 0.83% | -1.0% |
| Q3 2021 | $10,739,000 | -7.8% | 22,332 | -5.8% | 0.84% | -8.5% |
| Q2 2021 | $11,643,000 | +2.7% | 23,713 | -0.5% | 0.92% | -8.6% |
| Q1 2021 | $11,341,000 | +10.9% | 23,823 | -2.2% | 1.01% | +3.6% |
| Q4 2020 | $10,225,000 | +15.9% | 24,349 | -6.5% | 0.97% | +4.1% |
| Q3 2020 | $8,821,000 | -3.5% | 26,033 | -7.6% | 0.93% | -10.7% |
| Q2 2020 | $9,138,000 | +7.1% | 28,161 | -13.2% | 1.04% | -6.1% |
| Q1 2020 | $8,529,000 | -61.3% | 32,446 | -44.7% | 1.11% | -64.1% |
| Q4 2019 | $22,036,000 | +3.3% | 58,703 | -3.0% | 3.10% | -5.0% |
| Q3 2019 | $21,339,000 | -4.5% | 60,542 | -3.9% | 3.26% | -9.8% |
| Q2 2019 | $22,349,000 | -0.2% | 63,029 | -2.8% | 3.62% | -5.5% |
| Q1 2019 | $22,390,000 | +9.1% | 64,823 | -4.4% | 3.83% | -7.1% |
| Q4 2018 | $20,522,000 | -26.5% | 67,805 | -10.8% | 4.12% | -40.6% |
| Q3 2018 | $27,928,000 | -1.5% | 76,003 | -4.9% | 6.94% | -18.5% |
| Q2 2018 | $28,366,000 | +2.3% | 79,899 | -1.5% | 8.51% | -6.9% |
| Q1 2018 | $27,728,000 | -4.0% | 81,141 | -2.9% | 9.15% | -15.1% |
| Q4 2017 | $28,878,000 | +4.1% | 83,606 | -1.6% | 10.78% | -12.6% |
| Q3 2017 | $27,730,000 | +1.1% | 84,975 | -1.6% | 12.33% | -7.0% |
| Q2 2017 | $27,419,000 | +1.5% | 86,327 | -0.1% | 13.25% | -3.2% |
| Q1 2017 | $27,003,000 | +2.2% | 86,431 | -1.3% | 13.69% | +13.5% |
| Q4 2016 | $26,430,000 | +7.7% | 87,595 | +0.8% | 12.06% | -7.4% |
| Q3 2016 | $24,539,000 | +3.1% | 86,935 | -0.6% | 13.03% | +1.3% |
| Q2 2016 | $23,801,000 | -2.8% | 87,429 | -6.2% | 12.86% | +32.6% |
| Q1 2016 | $24,499,000 | +1.5% | 93,252 | -1.9% | 9.70% | +13.0% |
| Q4 2015 | $24,148,000 | +0.4% | 95,055 | -1.6% | 8.58% | -19.5% |
| Q3 2015 | $24,040,000 | -20.9% | 96,587 | -13.1% | 10.66% | -10.1% |
| Q2 2015 | $30,379,000 | -0.4% | 111,199 | +1.0% | 11.85% | +1.1% |
| Q1 2015 | $30,510,000 | +8.0% | 110,049 | +2.8% | 11.72% | +33.5% |
| Q4 2014 | $28,259,000 | +7.5% | 107,056 | +1.6% | 8.78% | -45.1% |
| Q3 2014 | $26,281,000 | -4.2% | 105,410 | +0.2% | 16.00% | -16.1% |
| Q2 2014 | $27,420,000 | +4.8% | 105,235 | +0.8% | 19.07% | +19.1% |
| Q1 2014 | $26,163,000 | +5.7% | 104,413 | +3.0% | 16.01% | +0.4% |
| Q4 2013 | $24,749,000 | – | 101,346 | – | 15.95% | – |
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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% |