SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567 | -3.6% | 1,241 | +1.1% | 0.25% | -3.1% |
| Q2 2023 | $588 | +4.4% | 1,228 | 0.0% | 0.26% | -10.6% |
| Q1 2023 | $563 | +3.7% | 1,228 | +0.1% | 0.29% | -6.4% |
| Q4 2022 | $543 | -99.9% | 1,227 | +1.1% | 0.31% | +17.2% |
| Q3 2022 | $488,000 | -2.8% | 1,214 | 0.0% | 0.27% | -1.5% |
| Q2 2022 | $502,000 | -15.6% | 1,214 | +0.1% | 0.27% | +2.7% |
| Q1 2022 | $595,000 | -8.3% | 1,213 | -3.2% | 0.26% | +1.1% |
| Q4 2021 | $649,000 | +7.8% | 1,253 | 0.0% | 0.26% | +3.2% |
| Q3 2021 | $602,000 | -28.8% | 1,253 | -27.2% | 0.25% | -26.5% |
| Q2 2021 | $846,000 | +3.2% | 1,722 | 0.0% | 0.34% | -4.2% |
| Q1 2021 | $820,000 | +13.4% | 1,722 | 0.0% | 0.36% | +10.5% |
| Q4 2020 | $723,000 | +0.4% | 1,722 | -19.0% | 0.32% | -11.0% |
| Q3 2020 | $720,000 | +4.3% | 2,125 | 0.0% | 0.36% | -4.9% |
| Q2 2020 | $690,000 | +35.6% | 2,125 | +9.8% | 0.38% | +1.9% |
| Q1 2020 | $509,000 | -83.1% | 1,936 | -75.9% | 0.38% | -73.3% |
| Q4 2019 | $3,020,000 | +7.9% | 8,046 | +1.3% | 1.41% | -20.3% |
| Q3 2019 | $2,800,000 | -0.8% | 7,944 | -0.2% | 1.77% | +0.2% |
| Q2 2019 | $2,824,000 | +3.1% | 7,963 | +0.4% | 1.77% | -1.8% |
| Q1 2019 | $2,740,000 | +14.7% | 7,934 | +0.6% | 1.80% | -4.5% |
| Q4 2018 | $2,388,000 | -17.9% | 7,889 | -0.3% | 1.89% | -0.4% |
| Q3 2018 | $2,907,000 | +4.8% | 7,910 | +1.2% | 1.89% | -5.3% |
| Q2 2018 | $2,774,000 | +5.2% | 7,813 | +1.2% | 2.00% | -2.2% |
| Q1 2018 | $2,637,000 | 0.0% | 7,718 | +1.1% | 2.04% | -5.7% |
| Q4 2017 | $2,637,000 | – | 7,634 | – | 2.17% | – |
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% |