SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $640,666 | -4.7% | 1,403 | 0.0% | 0.19% | -2.5% |
| Q2 2023 | $671,911 | +4.5% | 1,403 | 0.0% | 0.20% | -1.0% |
| Q1 2023 | $643,150 | +0.8% | 1,403 | -2.6% | 0.20% | -3.4% |
| Q4 2022 | $638,060 | -1.7% | 1,441 | -10.8% | 0.21% | -6.7% |
| Q3 2022 | $649,000 | -3.0% | 1,616 | -0.1% | 0.22% | +10.9% |
| Q2 2022 | $669,000 | -20.5% | 1,617 | -5.8% | 0.20% | -4.7% |
| Q1 2022 | $842,000 | +7.3% | 1,717 | +13.2% | 0.21% | +10.5% |
| Q4 2021 | $785,000 | -80.7% | 1,517 | -82.0% | 0.19% | -81.5% |
| Q3 2021 | $4,057,000 | -3.3% | 8,436 | -1.3% | 1.04% | -8.0% |
| Q2 2021 | $4,196,000 | +1.5% | 8,546 | -1.6% | 1.12% | -6.6% |
| Q1 2021 | $4,133,000 | +11.5% | 8,682 | -1.7% | 1.20% | -9.2% |
| Q4 2020 | $3,708,000 | +21.8% | 8,831 | -1.7% | 1.33% | +2.9% |
| Q3 2020 | $3,044,000 | +5.6% | 8,984 | +1.2% | 1.29% | -7.3% |
| Q2 2020 | $2,882,000 | +172.7% | 8,881 | +120.8% | 1.39% | +95.2% |
| Q1 2020 | $1,057,000 | -25.7% | 4,023 | +6.2% | 0.71% | -5.9% |
| Q4 2019 | $1,422,000 | +6.4% | 3,788 | -0.1% | 0.76% | +5.1% |
| Q3 2019 | $1,337,000 | -8.2% | 3,793 | -7.6% | 0.72% | -4.8% |
| Q2 2019 | $1,456,000 | -2.2% | 4,105 | -4.7% | 0.76% | -4.9% |
| Q1 2019 | $1,488,000 | +17.7% | 4,308 | +3.1% | 0.80% | -4.2% |
| Q4 2018 | $1,264,000 | – | 4,177 | – | 0.83% | – |
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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% |