SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,730 | -5.1% | 1,390 | -0.4% | 0.36% | -0.8% |
| Q2 2023 | $668,559 | +4.5% | 1,396 | 0.0% | 0.37% | +0.3% |
| Q1 2023 | $639,941 | +3.5% | 1,396 | 0.0% | 0.37% | +15.0% |
| Q4 2022 | $618,135 | +10.2% | 1,396 | 0.0% | 0.32% | -6.2% |
| Q3 2022 | $561,000 | -2.4% | 1,396 | +0.4% | 0.34% | +14.1% |
| Q2 2022 | $575,000 | -15.7% | 1,390 | 0.0% | 0.30% | -13.6% |
| Q1 2022 | $682,000 | -5.3% | 1,390 | 0.0% | 0.34% | +3.9% |
| Q4 2021 | $720,000 | +7.8% | 1,390 | 0.0% | 0.33% | -7.8% |
| Q3 2021 | $668,000 | -2.2% | 1,390 | 0.0% | 0.36% | -5.5% |
| Q2 2021 | $683,000 | -3.7% | 1,390 | -6.7% | 0.38% | -11.2% |
| Q1 2021 | $709,000 | +13.3% | 1,490 | 0.0% | 0.43% | +5.1% |
| Q4 2020 | $626,000 | +24.0% | 1,490 | 0.0% | 0.41% | +7.9% |
| Q3 2020 | $505,000 | -8.5% | 1,490 | -12.4% | 0.38% | -15.2% |
| Q2 2020 | $552,000 | +23.5% | 1,700 | 0.0% | 0.45% | +3.5% |
| Q1 2020 | $447,000 | -29.9% | 1,700 | 0.0% | 0.43% | -15.7% |
| Q4 2019 | $638,000 | +6.5% | 1,700 | 0.0% | 0.51% | +2.0% |
| Q3 2019 | $599,000 | – | 1,700 | – | 0.50% | – |
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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% |