SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 819 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $536,214 | +21.6% | 1,003 | +26.6% | 0.15% | +10.3% |
| Q1 2024 | $440,950 | +3625.8% | 792 | -97.1% | 0.14% | -96.7% |
| Q4 2022 | $11,835 | -96.4% | 27,348 | +3806.9% | 4.11% | +5235.1% |
| Q3 2022 | $326,000 | -82.2% | 700 | -82.5% | 0.08% | -75.6% |
| Q2 2022 | $1,827,000 | +9.3% | 4,000 | +11.1% | 0.32% | +163.3% |
| Q1 2022 | $1,672,000 | +95.6% | 3,600 | +31.8% | 0.12% | +114.3% |
| Q4 2020 | $855,000 | -75.7% | 2,731 | -82.4% | 0.06% | -73.3% |
| Q2 2020 | $3,513,000 | +5854.2% | 15,496 | +573.7% | 0.21% | +854.5% |
| Q1 2020 | $59,000 | -27.2% | 2,300 | -38.7% | 0.02% | -85.4% |
| Q3 2019 | $81,000 | – | 3,749 | – | 0.15% | – |
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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% |