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 2023 | $1,226 | -57.6% | 2,686 | -55.7% | 0.09% | +22.2% |
| Q2 2023 | $2,893 | +99.4% | 6,061 | +91.5% | 0.07% | 0.0% |
| Q1 2023 | $1,451 | +9.0% | 3,165 | +5.3% | 0.07% | -1.4% |
| Q4 2022 | $1,331 | -99.9% | 3,005 | +0.1% | 0.07% | +1.4% |
| Q3 2022 | $1,206,000 | -2.9% | 3,001 | -0.1% | 0.07% | +7.5% |
| Q2 2022 | $1,242,000 | -16.1% | 3,004 | -0.5% | 0.07% | -13.0% |
| Q1 2022 | $1,481,000 | -35.6% | 3,019 | -32.0% | 0.08% | -31.9% |
| Q4 2021 | $2,298,000 | +65.6% | 4,439 | +53.8% | 0.11% | +37.8% |
| Q3 2021 | $1,388,000 | -20.7% | 2,887 | -19.1% | 0.08% | -24.1% |
| Q2 2021 | $1,751,000 | +2.1% | 3,567 | -1.0% | 0.11% | -16.9% |
| Q1 2021 | $1,715,000 | +43.8% | 3,603 | +26.9% | 0.13% | +31.3% |
| Q4 2020 | $1,193,000 | – | 2,840 | – | 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% |