SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $252,000 | -60.8% | 525 | -59.9% | 0.09% | -56.9% |
| Q2 2021 | $643,000 | +2.7% | 1,310 | -0.4% | 0.21% | -0.5% |
| Q1 2021 | $626,000 | -4.9% | 1,315 | -16.1% | 0.21% | -6.2% |
| Q4 2020 | $658,000 | +23.0% | 1,568 | -0.8% | 0.22% | +12.0% |
| Q3 2020 | $535,000 | +4.3% | 1,580 | 0.0% | 0.20% | -2.0% |
| Q2 2020 | $513,000 | +23.6% | 1,580 | 0.0% | 0.20% | +6.2% |
| Q1 2020 | $415,000 | -39.1% | 1,580 | -12.9% | 0.19% | -26.7% |
| Q4 2019 | $681,000 | +5.3% | 1,813 | -1.3% | 0.26% | -0.8% |
| Q3 2019 | $647,000 | -0.6% | 1,837 | 0.0% | 0.26% | -2.9% |
| Q2 2019 | $651,000 | +2.7% | 1,837 | 0.0% | 0.27% | -2.5% |
| Q1 2019 | $634,000 | +14.0% | 1,837 | 0.0% | 0.28% | +1.5% |
| Q4 2018 | $556,000 | +150.5% | 1,837 | +203.6% | 0.28% | +177.8% |
| Q3 2018 | $222,000 | +3.3% | 605 | 0.0% | 0.10% | 0.0% |
| Q2 2018 | $215,000 | +3.9% | 605 | 0.0% | 0.10% | +3.1% |
| Q1 2018 | $207,000 | – | 605 | – | 0.10% | – |
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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% |