SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 931 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $67,139 | -3.8% | 125 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $69,814 | +9.7% | 125 | 0.0% | 0.01% | -6.7% |
| Q4 2023 | $63,664 | +11.1% | 125 | 0.0% | 0.02% | +7.1% |
| Q3 2023 | $57,297 | -4.6% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $60,091 | +4.5% | 125 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $57,519 | -22.3% | 125 | -25.1% | 0.01% | -26.3% |
| Q4 2022 | $73,991 | +7.2% | 167 | -2.3% | 0.02% | +5.6% |
| Q3 2022 | $69,000 | -16.9% | 171 | -14.5% | 0.02% | -14.3% |
| Q2 2022 | $83,000 | -15.3% | 200 | +0.5% | 0.02% | -8.7% |
| Q1 2022 | $98,000 | -4.9% | 199 | -0.5% | 0.02% | -4.2% |
| Q4 2021 | $103,000 | +7.3% | 200 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $96,000 | -2.0% | 200 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $98,000 | +3.2% | 200 | +0.5% | 0.03% | -3.6% |
| Q1 2021 | $95,000 | +13.1% | 199 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $84,000 | +25.4% | 199 | 0.0% | 0.03% | +16.7% |
| Q3 2020 | $67,000 | +3.1% | 199 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $65,000 | +25.0% | 199 | 0.0% | 0.02% | +8.7% |
| Q1 2020 | $52,000 | -58.1% | 199 | -39.7% | 0.02% | -56.6% |
| Q4 2019 | $124,000 | – | 330 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |