SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,470,379 | -5.2% | 3,220 | -0.5% | 0.43% | +4.6% |
| Q2 2023 | $1,550,230 | +4.1% | 3,237 | -0.4% | 0.42% | +0.5% |
| Q1 2023 | $1,489,373 | -18.9% | 3,249 | -21.7% | 0.41% | -20.3% |
| Q4 2022 | $1,837,135 | +5.8% | 4,149 | -4.0% | 0.52% | -4.3% |
| Q3 2022 | $1,736,000 | -3.0% | 4,322 | -0.1% | 0.54% | -0.7% |
| Q2 2022 | $1,789,000 | -15.7% | 4,327 | 0.0% | 0.54% | -1.3% |
| Q1 2022 | $2,122,000 | +1.7% | 4,327 | +7.4% | 0.55% | +8.7% |
| Q4 2021 | $2,086,000 | -13.6% | 4,030 | -19.8% | 0.51% | -19.9% |
| Q3 2021 | $2,415,000 | -2.1% | 5,022 | 0.0% | 0.63% | -5.4% |
| Q2 2021 | $2,466,000 | +3.1% | 5,022 | 0.0% | 0.67% | -16.7% |
| Q1 2021 | $2,391,000 | +13.4% | 5,022 | 0.0% | 0.80% | +2.9% |
| Q4 2020 | $2,109,000 | +23.9% | 5,022 | 0.0% | 0.78% | +12.2% |
| Q3 2020 | $1,702,000 | +4.5% | 5,022 | 0.0% | 0.70% | -5.3% |
| Q2 2020 | $1,629,000 | +23.4% | 5,022 | 0.0% | 0.74% | +2.8% |
| Q1 2020 | $1,320,000 | -30.0% | 5,022 | 0.0% | 0.72% | -9.3% |
| Q4 2019 | $1,885,000 | +6.5% | 5,022 | 0.0% | 0.79% | +1.5% |
| Q3 2019 | $1,770,000 | -0.6% | 5,022 | 0.0% | 0.78% | -2.5% |
| Q2 2019 | $1,781,000 | +2.7% | 5,022 | 0.0% | 0.80% | +0.6% |
| Q1 2019 | $1,735,000 | +17.2% | 5,022 | +2.7% | 0.79% | +6.5% |
| Q4 2018 | $1,481,000 | – | 4,892 | – | 0.74% | – |
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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% |