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 | $384,491 | -28.8% | 842 | -25.3% | 0.08% | -21.6% |
| Q2 2023 | $539,732 | +13.1% | 1,127 | +8.3% | 0.10% | +5.2% |
| Q1 2023 | $477,205 | +105.7% | 1,041 | +85.6% | 0.10% | +106.4% |
| Q2 2022 | $232,000 | -15.6% | 561 | 0.0% | 0.05% | -4.1% |
| Q1 2022 | $275,000 | -5.2% | 561 | 0.0% | 0.05% | +2.1% |
| Q4 2021 | $290,000 | +7.4% | 561 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $270,000 | -1.8% | 561 | 0.0% | 0.05% | -4.0% |
| Q2 2021 | $275,000 | +3.0% | 561 | 0.0% | 0.05% | -18.0% |
| Q1 2021 | $267,000 | +337.7% | 561 | +284.2% | 0.06% | +306.7% |
| Q4 2020 | $61,000 | +24.5% | 146 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $49,000 | +4.3% | 146 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $47,000 | +23.7% | 146 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $38,000 | -25.5% | 146 | +7.4% | 0.02% | -10.5% |
| Q4 2019 | $51,000 | +363.6% | 136 | +353.3% | 0.02% | +280.0% |
| Q3 2019 | $11,000 | -70.3% | 30 | -71.7% | 0.01% | -82.1% |
| Q4 2017 | $37,000 | – | 106 | – | 0.03% | – |
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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% |