SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,015 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,572 | -4.6% | 56 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $26,819 | +4.5% | 56 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $25,671 | +3.5% | 56 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $24,796 | -44.9% | 56 | -50.0% | 0.01% | -43.5% |
| Q3 2022 | $45,000 | -2.2% | 112 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $46,000 | -16.4% | 112 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $55,000 | -5.2% | 112 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $58,000 | +23.4% | 112 | 0.0% | 0.02% | -11.5% |
| Q4 2020 | $47,000 | +23.7% | 112 | 0.0% | 0.03% | +8.3% |
| Q3 2020 | $38,000 | +5.6% | 112 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $36,000 | +20.0% | 112 | 0.0% | 0.02% | +8.7% |
| Q1 2020 | $30,000 | -28.6% | 112 | 0.0% | 0.02% | -8.0% |
| Q4 2019 | $42,000 | +7.7% | 112 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $39,000 | -2.5% | 112 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $40,000 | +2.6% | 112 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $39,000 | +14.7% | 112 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $34,000 | -17.1% | 112 | 0.0% | 0.03% | +7.1% |
| Q3 2018 | $41,000 | +2.5% | 112 | 0.0% | 0.03% | -6.7% |
| Q2 2018 | $40,000 | +5.3% | 112 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $38,000 | -2.6% | 112 | 0.0% | 0.03% | +7.1% |
| Q4 2017 | $39,000 | – | 112 | – | 0.03% | – |
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% |