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 | $697,289 | -5.6% | 1,527 | -1.0% | 0.37% | -2.1% |
| Q2 2023 | $738,958 | +4.3% | 1,543 | -0.2% | 0.37% | -0.3% |
| Q1 2023 | $708,702 | +3.3% | 1,546 | -0.3% | 0.38% | -4.3% |
| Q4 2022 | $686,324 | +10.2% | 1,550 | 0.0% | 0.39% | +2.1% |
| Q3 2022 | $623,000 | -2.7% | 1,550 | +0.1% | 0.38% | -0.8% |
| Q2 2022 | $640,000 | -15.7% | 1,548 | 0.0% | 0.39% | -7.0% |
| Q1 2022 | $759,000 | -5.6% | 1,548 | -0.4% | 0.42% | -4.6% |
| Q4 2021 | $804,000 | +7.6% | 1,554 | +0.1% | 0.44% | -0.5% |
| Q3 2021 | $747,000 | -2.1% | 1,553 | -0.1% | 0.44% | -2.7% |
| Q2 2021 | $763,000 | +2.8% | 1,554 | -0.3% | 0.45% | -2.6% |
| Q1 2021 | $742,000 | +10.9% | 1,558 | -2.1% | 0.46% | +3.1% |
| Q4 2020 | $669,000 | +24.1% | 1,592 | 0.0% | 0.45% | +9.0% |
| Q3 2020 | $539,000 | +3.9% | 1,592 | -0.5% | 0.41% | -7.8% |
| Q2 2020 | $519,000 | +23.3% | 1,600 | 0.0% | 0.45% | +3.7% |
| Q1 2020 | $421,000 | -30.8% | 1,600 | -1.2% | 0.43% | -5.9% |
| Q4 2019 | $608,000 | +5.7% | 1,619 | -0.8% | 0.46% | -3.6% |
| Q3 2019 | $575,000 | -0.7% | 1,632 | 0.0% | 0.47% | -3.3% |
| Q2 2019 | $579,000 | +2.7% | 1,632 | 0.0% | 0.49% | -1.0% |
| Q1 2019 | $564,000 | +14.2% | 1,632 | 0.0% | 0.50% | -2.8% |
| Q4 2018 | $494,000 | -17.7% | 1,632 | 0.0% | 0.51% | -4.0% |
| Q3 2018 | $600,000 | +3.6% | 1,632 | 0.0% | 0.53% | -6.4% |
| Q2 2018 | $579,000 | +3.8% | 1,632 | 0.0% | 0.57% | -3.1% |
| Q1 2018 | $558,000 | -1.1% | 1,632 | 0.0% | 0.58% | -1.0% |
| Q4 2017 | $564,000 | – | 1,632 | – | 0.59% | – |
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% |