SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 843 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2020. The put-call ratio across all filers is 1.06 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,582,276 | -12.7% | 6,695 | -9.3% | 0.36% | -15.2% |
| Q1 2024 | $4,105,608 | -2.1% | 7,379 | -10.7% | 0.42% | -8.5% |
| Q4 2023 | $4,192,481 | +5.1% | 8,263 | -5.4% | 0.46% | -4.2% |
| Q3 2023 | $3,989,207 | -6.6% | 8,736 | -2.0% | 0.48% | -4.6% |
| Q2 2023 | $4,269,004 | -12.2% | 8,914 | -15.9% | 0.50% | -16.4% |
| Q1 2023 | $4,859,604 | +1.9% | 10,601 | -1.6% | 0.60% | -0.7% |
| Q4 2022 | $4,768,848 | +11.8% | 10,770 | -33.6% | 0.61% | -39.1% |
| Q1 2020 | $4,264,000 | -72.4% | 16,221 | -60.6% | 1.00% | -70.5% |
| Q4 2019 | $15,457,000 | +9.2% | 41,177 | +2.6% | 3.38% | +0.5% |
| Q3 2019 | $14,149,000 | -4.6% | 40,142 | -4.0% | 3.36% | -4.8% |
| Q2 2019 | $14,832,000 | +9.2% | 41,829 | +6.4% | 3.53% | +2.0% |
| Q1 2019 | $13,578,000 | – | 39,310 | – | 3.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |