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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,637 | +4.5% | 444 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $203,535 | +3.5% | 444 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $196,599 | +10.4% | 444 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $178,000 | -3.3% | 444 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $184,000 | -15.6% | 444 | 0.0% | 0.02% | -8.7% |
| Q1 2022 | $218,000 | -44.8% | 444 | -41.8% | 0.02% | -43.9% |
| Q4 2021 | $395,000 | +7.6% | 763 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $367,000 | +68.3% | 763 | +71.8% | 0.04% | +61.5% |
| Q2 2021 | $218,000 | +3.3% | 444 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $211,000 | +13.4% | 444 | 0.0% | 0.03% | +3.8% |
| Q4 2020 | $186,000 | +24.0% | 444 | 0.0% | 0.03% | +8.3% |
| Q3 2020 | $150,000 | +4.2% | 444 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $144,000 | +23.1% | 444 | 0.0% | 0.02% | +4.2% |
| Q1 2020 | $117,000 | -29.9% | 444 | 0.0% | 0.02% | -20.0% |
| Q4 2019 | $167,000 | +7.1% | 444 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $156,000 | -0.6% | 444 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $157,000 | 0.0% | 444 | -2.2% | 0.03% | -3.1% |
| Q1 2019 | $157,000 | +14.6% | 454 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $137,000 | -16.0% | 454 | +2.3% | 0.03% | -8.6% |
| Q3 2018 | $163,000 | +3.2% | 444 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $158,000 | – | 444 | – | 0.04% | – |
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% |