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 | $878,339 | -4.4% | 1,923 | +0.2% | 0.61% | -5.7% |
| Q2 2023 | $918,916 | +4.7% | 1,919 | +0.2% | 0.65% | +2.7% |
| Q1 2023 | $877,690 | +3.8% | 1,915 | +0.3% | 0.63% | +2.9% |
| Q4 2022 | $845,403 | +10.7% | 1,909 | +0.3% | 0.62% | +1.8% |
| Q3 2022 | $764,000 | -2.7% | 1,903 | +0.3% | 0.60% | +6.5% |
| Q2 2022 | $785,000 | -15.5% | 1,898 | +0.2% | 0.57% | -7.7% |
| Q1 2022 | $929,000 | -5.0% | 1,894 | +0.3% | 0.61% | +4.4% |
| Q4 2021 | $978,000 | +7.8% | 1,889 | +0.2% | 0.59% | +5.6% |
| Q3 2021 | $907,000 | -1.8% | 1,885 | +0.2% | 0.56% | -0.9% |
| Q2 2021 | $924,000 | +3.4% | 1,881 | +0.1% | 0.56% | -3.1% |
| Q1 2021 | $894,000 | +13.6% | 1,879 | +0.3% | 0.58% | +5.1% |
| Q4 2020 | $787,000 | +24.3% | 1,874 | +0.3% | 0.55% | +22.7% |
| Q3 2020 | $633,000 | +4.6% | 1,869 | +0.2% | 0.45% | -1.5% |
| Q2 2020 | $605,000 | +23.7% | 1,865 | +0.3% | 0.46% | +9.9% |
| Q1 2020 | $489,000 | – | 1,859 | – | 0.42% | – |
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% |