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 | $635,085 | -17.1% | 1,391 | -13.0% | 0.42% | -20.7% |
| Q2 2023 | $765,809 | +4.6% | 1,599 | +0.2% | 0.53% | -7.2% |
| Q1 2023 | $731,828 | -1.8% | 1,596 | -5.2% | 0.57% | -14.1% |
| Q4 2022 | $745,293 | +10.6% | 1,683 | +0.4% | 0.67% | 0.0% |
| Q3 2022 | $674,000 | -2.6% | 1,677 | +0.2% | 0.67% | +2.1% |
| Q2 2022 | $692,000 | -15.5% | 1,673 | +0.2% | 0.65% | +25.6% |
| Q1 2022 | $819,000 | -5.2% | 1,669 | 0.0% | 0.52% | +3.8% |
| Q4 2021 | $864,000 | +7.6% | 1,669 | 0.0% | 0.50% | +1.2% |
| Q3 2021 | $803,000 | -2.0% | 1,669 | 0.0% | 0.50% | +1.2% |
| Q2 2021 | $819,000 | +11.1% | 1,669 | +7.7% | 0.49% | +0.6% |
| Q1 2021 | $737,000 | +13.4% | 1,549 | 0.0% | 0.49% | +8.2% |
| Q4 2020 | $650,000 | +23.6% | 1,549 | 0.0% | 0.45% | +6.4% |
| Q3 2020 | $526,000 | +3.7% | 1,549 | -0.9% | 0.42% | -3.7% |
| Q2 2020 | $507,000 | +23.4% | 1,563 | 0.0% | 0.44% | +2.8% |
| Q1 2020 | $411,000 | -30.6% | 1,563 | -0.9% | 0.43% | +20.3% |
| Q4 2019 | $592,000 | -6.9% | 1,577 | -12.7% | 0.35% | -37.2% |
| Q3 2019 | $636,000 | -7.2% | 1,806 | -6.5% | 0.56% | -17.4% |
| Q2 2019 | $685,000 | +2.4% | 1,932 | -0.3% | 0.68% | +142.2% |
| Q1 2019 | $669,000 | +3.9% | 1,938 | -9.0% | 0.28% | -58.0% |
| Q4 2018 | $644,000 | -17.9% | 2,129 | -0.2% | 0.67% | -8.2% |
| Q3 2018 | $784,000 | +3.8% | 2,134 | -3.4% | 0.73% | +16.0% |
| Q1 2018 | $755,000 | -11.9% | 2,209 | -11.0% | 0.63% | -10.5% |
| Q4 2017 | $857,000 | – | 2,481 | – | 0.70% | – |
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% |