SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $617,200 | -4.6% | 1,347 | +0.1% | 0.21% | +11.2% |
| Q2 2023 | $646,820 | +4.6% | 1,346 | +0.1% | 0.19% | -3.1% |
| Q1 2023 | $618,525 | +3.5% | 1,345 | 0.0% | 0.19% | -3.5% |
| Q4 2022 | $597,807 | +7.3% | 1,345 | +0.1% | 0.20% | -12.7% |
| Q2 2022 | $557,000 | -15.6% | 1,343 | 0.0% | 0.23% | -6.9% |
| Q1 2022 | $660,000 | +31.7% | 1,343 | +38.7% | 0.25% | +32.3% |
| Q4 2021 | $501,000 | +7.7% | 968 | 0.0% | 0.19% | -3.1% |
| Q3 2021 | $465,000 | -1.1% | 968 | +1.1% | 0.19% | +0.5% |
| Q2 2021 | $470,000 | +0.4% | 957 | -2.7% | 0.19% | -6.4% |
| Q1 2021 | $468,000 | +12.8% | 984 | -0.4% | 0.20% | +10.3% |
| Q4 2020 | $415,000 | +21.0% | 988 | -2.4% | 0.18% | +6.9% |
| Q3 2020 | $343,000 | +17.5% | 1,012 | +12.6% | 0.17% | +2.4% |
| Q2 2020 | $292,000 | -3.6% | 899 | -22.0% | 0.17% | -33.2% |
| Q1 2020 | $303,000 | -58.9% | 1,152 | -41.3% | 0.25% | -61.6% |
| Q4 2019 | $737,000 | +5.0% | 1,963 | -1.4% | 0.66% | +2.0% |
| Q3 2019 | $702,000 | -0.6% | 1,991 | 0.0% | 0.65% | +0.3% |
| Q2 2019 | $706,000 | +29.3% | 1,991 | +25.9% | 0.64% | +28.3% |
| Q1 2019 | $546,000 | -2.7% | 1,582 | -14.7% | 0.50% | -15.9% |
| Q4 2018 | $561,000 | -17.6% | 1,855 | 0.0% | 0.60% | -0.5% |
| Q3 2018 | $681,000 | +7.2% | 1,855 | +3.7% | 0.60% | -2.9% |
| Q2 2018 | $635,000 | -15.0% | 1,788 | -18.2% | 0.62% | -36.7% |
| Q1 2018 | $747,000 | +98.1% | 2,186 | +100.6% | 0.98% | +149.0% |
| Q4 2017 | $377,000 | – | 1,090 | – | 0.39% | – |
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% |