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 | $952,094 | +16.3% | 2,085 | +22.0% | 0.09% | +14.8% |
| Q2 2023 | $818,457 | +194.1% | 1,709 | +181.5% | 0.08% | +145.5% |
| Q1 2023 | $278,255 | -57.0% | 607 | -58.5% | 0.03% | -57.1% |
| Q4 2022 | $647,802 | +62.4% | 1,463 | +80.0% | 0.08% | +79.1% |
| Q1 2022 | $399,000 | -4.8% | 813 | +0.4% | 0.04% | -14.0% |
| Q4 2021 | $419,000 | +13.6% | 810 | +5.5% | 0.05% | +6.4% |
| Q3 2021 | $369,000 | -8.4% | 768 | -6.3% | 0.05% | -7.8% |
| Q2 2021 | $403,000 | +14.5% | 820 | +11.0% | 0.05% | +2.0% |
| Q1 2021 | $352,000 | +17.7% | 739 | +3.9% | 0.05% | +13.6% |
| Q4 2020 | $299,000 | +45.9% | 711 | +17.5% | 0.04% | +12.8% |
| Q3 2020 | $205,000 | +1.0% | 605 | -3.4% | 0.04% | -4.9% |
| Q2 2020 | $203,000 | -21.6% | 626 | -9.3% | 0.04% | -40.6% |
| Q4 2019 | $259,000 | -13.7% | 690 | -19.0% | 0.07% | -17.9% |
| Q3 2019 | $300,000 | -6.5% | 852 | -6.5% | 0.08% | -14.3% |
| Q2 2019 | $321,000 | -3.3% | 911 | -5.2% | 0.10% | -21.0% |
| Q1 2019 | $332,000 | +14.1% | 961 | 0.0% | 0.12% | 0.0% |
| Q4 2018 | $291,000 | -33.1% | 961 | -18.9% | 0.12% | -39.2% |
| Q3 2018 | $435,000 | +4.1% | 1,185 | +0.6% | 0.20% | -2.4% |
| Q2 2018 | $418,000 | +11.2% | 1,178 | +7.2% | 0.21% | -0.5% |
| Q1 2018 | $376,000 | – | 1,099 | – | 0.21% | – |
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% |