SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,020 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,253,577 | +3.8% | 4,196 | +7.7% | 0.11% | +6.9% |
| Q1 2024 | $2,171,685 | +25.6% | 3,896 | +14.7% | 0.10% | +16.1% |
| Q4 2023 | $1,729,105 | +542.8% | 3,396 | +531.2% | 0.09% | +335.0% |
| Q2 2021 | $269,000 | +5.1% | 538 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $256,000 | +13.3% | 538 | 0.0% | 0.02% | +10.5% |
| Q4 2020 | $226,000 | +11.9% | 538 | 0.0% | 0.02% | -5.0% |
| Q4 2019 | $202,000 | -72.1% | 538 | -77.5% | 0.02% | -77.3% |
| Q4 2018 | $723,000 | -17.6% | 2,388 | 0.0% | 0.09% | -9.3% |
| Q3 2018 | $877,000 | +3.4% | 2,388 | 0.0% | 0.10% | +14.1% |
| Q2 2018 | $848,000 | +3.9% | 2,388 | 0.0% | 0.08% | -7.6% |
| Q1 2018 | $816,000 | -1.1% | 2,388 | 0.0% | 0.09% | -1.1% |
| Q4 2017 | $825,000 | – | 2,388 | – | 0.09% | – |
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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% |