SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,269 | -9.5% | 1,170 | -5.1% | 0.04% | -10.0% |
| Q2 2023 | $590,497 | +4.5% | 1,233 | 0.0% | 0.05% | -5.7% |
| Q1 2023 | $565,219 | +3.5% | 1,233 | 0.0% | 0.05% | -5.4% |
| Q4 2022 | $545,960 | -45.0% | 1,233 | -50.2% | 0.06% | -1.8% |
| Q3 2022 | $993,000 | -3.1% | 2,477 | -0.1% | 0.06% | -3.4% |
| Q2 2022 | $1,025,000 | -15.7% | 2,479 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $1,216,000 | +84.8% | 2,479 | +95.5% | 0.06% | -9.2% |
| Q4 2021 | $658,000 | +1.2% | 1,268 | -4.4% | 0.06% | -3.0% |
| Q2 2021 | $650,000 | +7.6% | 1,326 | +4.5% | 0.07% | -17.3% |
| Q1 2021 | $604,000 | -34.8% | 1,269 | -42.6% | 0.08% | -40.4% |
| Q4 2020 | $927,000 | +16.6% | 2,209 | -5.9% | 0.14% | +4.6% |
| Q3 2020 | $795,000 | -24.3% | 2,347 | -27.5% | 0.13% | -31.6% |
| Q2 2020 | $1,050,000 | +164.5% | 3,237 | +114.7% | 0.19% | +108.8% |
| Q1 2020 | $397,000 | -34.6% | 1,508 | -6.7% | 0.09% | -1.1% |
| Q4 2019 | $607,000 | +50.2% | 1,616 | +41.1% | 0.09% | +9.5% |
| Q3 2019 | $404,000 | 0.0% | 1,145 | +0.1% | 0.08% | +58.5% |
| Q2 2019 | $404,000 | +0.5% | 1,144 | -1.3% | 0.05% | -40.4% |
| Q1 2019 | $402,000 | -1.7% | 1,159 | -13.7% | 0.09% | -19.1% |
| Q4 2018 | $409,000 | – | 1,343 | – | 0.11% | – |
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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% |