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 | $673 | -13.2% | 1,474 | -9.0% | 0.52% | -8.6% |
| Q2 2023 | $775 | +16.5% | 1,619 | +11.6% | 0.57% | +24.6% |
| Q1 2023 | $665 | +3.4% | 1,451 | 0.0% | 0.46% | +8.7% |
| Q4 2022 | $643 | -99.9% | 1,451 | -1.2% | 0.42% | -16.9% |
| Q3 2022 | $589,000 | +9.9% | 1,468 | +146700.0% | 0.51% | +3.9% |
| Q2 2022 | $536,000 | -15.7% | 1 | 0.0% | 0.49% | -3.7% |
| Q1 2022 | $636,000 | -5.2% | 1 | -99.9% | 0.51% | +5.6% |
| Q4 2021 | $671,000 | -9.7% | 1,297 | -14.2% | 0.48% | -14.1% |
| Q2 2021 | $743,000 | +2.2% | 1,512 | -0.7% | 0.56% | -2.4% |
| Q1 2021 | $727,000 | -6.9% | 1,523 | -18.1% | 0.58% | -4.8% |
| Q4 2020 | $781,000 | +18.9% | 1,860 | -4.0% | 0.60% | +36.7% |
| Q3 2020 | $657,000 | +107.3% | 1,938 | +98.4% | 0.44% | +118.8% |
| Q2 2020 | $317,000 | +476.4% | 977 | +560.1% | 0.20% | +573.3% |
| Q4 2019 | $55,000 | +5.8% | 148 | 0.0% | 0.03% | -14.3% |
| Q3 2019 | $52,000 | 0.0% | 148 | 0.0% | 0.04% | -7.9% |
| Q2 2019 | $52,000 | +4.0% | 148 | +0.7% | 0.04% | +8.6% |
| Q1 2019 | $50,000 | +2.0% | 147 | -10.9% | 0.04% | -30.0% |
| Q4 2018 | $49,000 | -18.3% | 165 | 0.0% | 0.05% | -12.3% |
| Q3 2018 | $60,000 | – | 165 | – | 0.06% | – |
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% |