SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,016,276 | +151.8% | 2,218 | +164.0% | 0.07% | +137.9% |
| Q2 2023 | $403,533 | -7.3% | 840 | -11.3% | 0.03% | -12.1% |
| Q1 2023 | $435,244 | +3.8% | 947 | +0.4% | 0.03% | -19.5% |
| Q4 2022 | $419,122 | +9.7% | 943 | 0.0% | 0.04% | +2.5% |
| Q3 2022 | $382,000 | -2.3% | 943 | 0.0% | 0.04% | +8.1% |
| Q2 2022 | $391,000 | -15.7% | 943 | 0.0% | 0.04% | -5.1% |
| Q1 2022 | $464,000 | -33.9% | 943 | -30.3% | 0.04% | -33.9% |
| Q4 2021 | $702,000 | +61.8% | 1,353 | +50.2% | 0.06% | +20.4% |
| Q3 2021 | $434,000 | -2.0% | 901 | 0.0% | 0.05% | -7.5% |
| Q2 2021 | $443,000 | +3.0% | 901 | 0.0% | 0.05% | -23.2% |
| Q1 2021 | $430,000 | +13.5% | 901 | 0.0% | 0.07% | -12.7% |
| Q4 2020 | $379,000 | +23.9% | 901 | 0.0% | 0.08% | +5.3% |
| Q3 2020 | $306,000 | +4.4% | 901 | 0.0% | 0.08% | -11.8% |
| Q2 2020 | $293,000 | +23.1% | 901 | 0.0% | 0.08% | +4.9% |
| Q1 2020 | $238,000 | -45.0% | 901 | -21.7% | 0.08% | -62.8% |
| Q4 2019 | $433,000 | +6.4% | 1,151 | 0.0% | 0.22% | +5.8% |
| Q3 2019 | $407,000 | +30.9% | 1,151 | +31.7% | 0.21% | -32.0% |
| Q2 2019 | $311,000 | – | 874 | – | 0.30% | – |
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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% |