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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $224,621 | +3.5% | 490 | 0.0% | 0.11% | +2.7% |
| Q4 2022 | $216,967 | +10.1% | 490 | 0.0% | 0.11% | +2.8% |
| Q3 2022 | $197,000 | -6.6% | 490 | -3.9% | 0.11% | -1.8% |
| Q2 2022 | $211,000 | -21.9% | 510 | -7.3% | 0.11% | -10.7% |
| Q1 2022 | $270,000 | -8.5% | 550 | -3.5% | 0.12% | -5.4% |
| Q4 2021 | $295,000 | +7.7% | 570 | 0.0% | 0.13% | 0.0% |
| Q3 2021 | $274,000 | -2.1% | 570 | 0.0% | 0.13% | -5.1% |
| Q2 2021 | $280,000 | -12.8% | 570 | -15.6% | 0.14% | -19.5% |
| Q1 2021 | $321,000 | +13.4% | 675 | 0.0% | 0.17% | +4.3% |
| Q4 2020 | $283,000 | +23.6% | 675 | 0.0% | 0.16% | +4.5% |
| Q3 2020 | $229,000 | -2.6% | 675 | -6.9% | 0.16% | -10.4% |
| Q2 2020 | $235,000 | +8.3% | 725 | -12.1% | 0.17% | -8.5% |
| Q1 2020 | $217,000 | -30.0% | 825 | 0.0% | 0.19% | -16.0% |
| Q4 2019 | $310,000 | +6.5% | 825 | 0.0% | 0.22% | -5.1% |
| Q3 2019 | $291,000 | -0.7% | 825 | 0.0% | 0.24% | -4.8% |
| Q2 2019 | $293,000 | -3.0% | 825 | -5.7% | 0.25% | -6.4% |
| Q1 2019 | $302,000 | +14.0% | 875 | 0.0% | 0.27% | +2.3% |
| Q4 2018 | $265,000 | -22.1% | 875 | -5.4% | 0.26% | -12.2% |
| Q3 2018 | $340,000 | +0.9% | 925 | -2.6% | 0.30% | -3.9% |
| Q2 2018 | $337,000 | -3.7% | 950 | -7.3% | 0.31% | -6.7% |
| Q1 2018 | $350,000 | -1.1% | 1,025 | 0.0% | 0.33% | -0.6% |
| Q4 2017 | $354,000 | +6.0% | 1,025 | 0.0% | 0.33% | +3.8% |
| Q3 2017 | $334,000 | +2.5% | 1,025 | 0.0% | 0.32% | +0.6% |
| Q2 2017 | $326,000 | +1.9% | 1,025 | 0.0% | 0.32% | -3.3% |
| Q1 2017 | $320,000 | -11.6% | 1,025 | -14.6% | 0.33% | -2.4% |
| Q4 2016 | $362,000 | – | 1,200 | – | 0.34% | – |
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% |