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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $35,918 | +4.5% | 75 | 0.0% | 0.03% | +7.4% |
| Q1 2023 | $34,381 | +104084.8% | 75 | 0.0% | 0.03% | +8.0% |
| Q4 2022 | $33 | -99.9% | 75 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $30,000 | -18.9% | 75 | -15.7% | 0.02% | -8.0% |
| Q2 2022 | $37,000 | -28.8% | 89 | -16.0% | 0.02% | -19.4% |
| Q1 2022 | $52,000 | -7.1% | 106 | -2.8% | 0.03% | -8.8% |
| Q4 2021 | $56,000 | -3.4% | 109 | -9.9% | 0.03% | -12.8% |
| Q3 2021 | $58,000 | -1.7% | 121 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $59,000 | -6.3% | 121 | -7.6% | 0.04% | -16.7% |
| Q1 2021 | $63,000 | +14.5% | 131 | 0.0% | 0.05% | +2.1% |
| Q4 2020 | $55,000 | +1.9% | 131 | -17.6% | 0.05% | -7.8% |
| Q3 2020 | $54,000 | -23.9% | 159 | -27.7% | 0.05% | -33.8% |
| Q2 2020 | $71,000 | +20.3% | 220 | -2.2% | 0.08% | +4.1% |
| Q1 2020 | $59,000 | -30.6% | 225 | 0.0% | 0.07% | -11.9% |
| Q4 2019 | $85,000 | +10.4% | 225 | 0.0% | 0.08% | +13.5% |
| Q3 2019 | $77,000 | -4.9% | 225 | 0.0% | 0.07% | -2.6% |
| Q2 2019 | $81,000 | +3.8% | 225 | 0.0% | 0.08% | +1.3% |
| Q1 2019 | $78,000 | +4.0% | 225 | 0.0% | 0.08% | +2.7% |
| Q4 2018 | $75,000 | – | 225 | – | 0.07% | – |
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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% |