SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,932 | -3.1% | 705 | +1.6% | 0.16% | +3.8% |
| Q2 2023 | $332,364 | +4.5% | 694 | 0.0% | 0.16% | -1.2% |
| Q1 2023 | $318,137 | +3.5% | 694 | 0.0% | 0.16% | +3.9% |
| Q4 2022 | $307,296 | +10.1% | 694 | 0.0% | 0.16% | 0.0% |
| Q3 2022 | $279,000 | -23.4% | 694 | -21.2% | 0.16% | -16.2% |
| Q2 2022 | $364,000 | -15.7% | 881 | 0.0% | 0.18% | -3.1% |
| Q1 2022 | $432,000 | -5.3% | 881 | 0.0% | 0.19% | -6.8% |
| Q4 2021 | $456,000 | +36.5% | 881 | +26.9% | 0.20% | +27.3% |
| Q3 2021 | $334,000 | +0.3% | 694 | +2.2% | 0.16% | -0.6% |
| Q2 2021 | $333,000 | +3.1% | 679 | 0.0% | 0.16% | -1.2% |
| Q1 2021 | $323,000 | +91.1% | 679 | +68.9% | 0.16% | +72.6% |
| Q4 2020 | $169,000 | +17.4% | 402 | -5.2% | 0.10% | +5.6% |
| Q3 2020 | $144,000 | +4.3% | 424 | 0.0% | 0.09% | +2.3% |
| Q2 2020 | $138,000 | +16.0% | 424 | -6.0% | 0.09% | 0.0% |
| Q1 2020 | $119,000 | -60.6% | 451 | -44.0% | 0.09% | -54.2% |
| Q4 2019 | $302,000 | +6.3% | 805 | 0.0% | 0.19% | +2.1% |
| Q3 2019 | $284,000 | -0.4% | 805 | 0.0% | 0.19% | +0.5% |
| Q2 2019 | $285,000 | +2.5% | 805 | 0.0% | 0.19% | -1.1% |
| Q1 2019 | $278,000 | +4.5% | 805 | -8.4% | 0.19% | -10.4% |
| Q4 2018 | $266,000 | -26.9% | 879 | -11.3% | 0.21% | -21.0% |
| Q3 2018 | $364,000 | -2.7% | 991 | -6.0% | 0.27% | -6.6% |
| Q2 2018 | $374,000 | – | 1,054 | – | 0.29% | – |
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% |