SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 843 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2020. The put-call ratio across all filers is 1.06 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $146,691 | -99.9% | 320 | -3.0% | 0.12% | +8.4% |
| Q2 2022 | $136,451,000 | -15.7% | 330 | 0.0% | 0.11% | +8.1% |
| Q1 2022 | $161,848,000 | +56.3% | 330 | +65.0% | 0.10% | +62.3% |
| Q4 2021 | $103,536,000 | +7.7% | 200 | 0.0% | 0.06% | -3.2% |
| Q3 2021 | $96,176,000 | -2.1% | 200 | 0.0% | 0.06% | +1.6% |
| Q2 2021 | $98,202,000 | +3.1% | 200 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $95,210,000 | -7.5% | 200 | -18.4% | 0.06% | -17.3% |
| Q4 2020 | $102,880,000 | +23.9% | 245 | 0.0% | 0.08% | +7.1% |
| Q3 2020 | $83,013,000 | +4.4% | 245 | 0.0% | 0.07% | -6.7% |
| Q2 2020 | $79,500,000 | +23.4% | 245 | 0.0% | 0.08% | +5.6% |
| Q1 2020 | $64,405,000 | -56.6% | 245 | -38.0% | 0.07% | -37.2% |
| Q4 2019 | $148,275,000 | – | 395 | – | 0.11% | – |
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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% |