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 | $605,505 | -8.9% | 1,326 | -4.5% | 0.01% | 0.0% |
| Q2 2023 | $664,637 | +6.6% | 1,388 | +2.1% | 0.01% | -21.4% |
| Q1 2023 | $623,438 | +1.5% | 1,360 | -1.9% | 0.01% | -6.7% |
| Q4 2022 | $614,150 | +15.9% | 1,387 | +5.2% | 0.02% | -11.8% |
| Q3 2022 | $530,000 | -2.8% | 1,319 | 0.0% | 0.02% | +13.3% |
| Q2 2022 | $545,000 | -15.8% | 1,319 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $647,000 | -16.0% | 1,319 | -11.4% | 0.02% | -23.8% |
| Q4 2021 | $770,000 | +35.6% | 1,488 | +28.6% | 0.02% | 0.0% |
| Q2 2021 | $568,000 | -1.0% | 1,157 | -4.1% | 0.02% | -12.5% |
| Q1 2021 | $574,000 | +13.2% | 1,207 | 0.0% | 0.02% | +4.3% |
| Q4 2020 | $507,000 | +24.0% | 1,207 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $409,000 | +5.4% | 1,207 | +0.8% | 0.02% | -4.3% |
| Q2 2020 | $388,000 | +23.2% | 1,197 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $315,000 | -44.0% | 1,197 | -20.0% | 0.02% | -36.1% |
| Q4 2019 | $562,000 | +1.1% | 1,497 | -5.0% | 0.04% | -10.0% |
| Q3 2019 | $556,000 | -0.5% | 1,576 | 0.0% | 0.04% | -4.8% |
| Q2 2019 | $559,000 | -27.3% | 1,576 | -29.2% | 0.04% | -33.3% |
| Q1 2019 | $769,000 | +13.8% | 2,226 | -0.4% | 0.06% | -19.2% |
| Q4 2018 | $676,000 | -3.0% | 2,235 | +17.9% | 0.08% | +13.0% |
| Q3 2018 | $697,000 | +2.8% | 1,896 | -0.7% | 0.07% | -4.2% |
| Q2 2018 | $678,000 | -7.1% | 1,910 | -10.5% | 0.07% | -6.5% |
| Q1 2018 | $730,000 | -1.7% | 2,135 | -0.7% | 0.08% | -1.3% |
| Q4 2017 | $743,000 | +77.8% | 2,150 | +40.0% | 0.08% | -33.3% |
| Q2 2016 | $418,000 | – | 1,536 | – | 0.12% | – |
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% |