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 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,152,152 | -5.3% | 6,903 | -0.7% | 0.06% | -4.5% |
| Q2 2023 | $3,329,705 | +24.1% | 6,953 | +18.8% | 0.07% | +8.1% |
| Q1 2023 | $2,683,340 | +11.0% | 5,854 | +7.2% | 0.06% | -8.8% |
| Q4 2022 | $2,418,144 | +10.3% | 5,461 | +0.0% | 0.07% | +13.3% |
| Q3 2022 | $2,193,000 | -2.8% | 5,459 | +0.0% | 0.06% | -11.8% |
| Q2 2022 | $2,257,000 | -15.7% | 5,458 | +0.0% | 0.07% | +6.2% |
| Q1 2022 | $2,676,000 | -5.2% | 5,457 | +0.0% | 0.06% | -1.5% |
| Q4 2021 | $2,824,000 | +18.8% | 5,456 | +10.3% | 0.06% | +3.2% |
| Q3 2021 | $2,378,000 | -2.0% | 4,945 | +0.0% | 0.06% | -11.3% |
| Q2 2021 | $2,427,000 | +609.6% | 4,944 | +587.6% | 0.07% | +407.1% |
| Q1 2021 | $342,000 | -92.9% | 719 | -95.0% | 0.01% | -94.6% |
| Q3 2020 | $4,844,000 | +0.6% | 14,298 | -3.6% | 0.26% | -16.7% |
| Q2 2020 | $4,813,000 | +22.0% | 14,832 | -1.1% | 0.31% | -1.6% |
| Q1 2020 | $3,944,000 | -30.3% | 15,002 | -0.5% | 0.32% | -36.1% |
| Q4 2019 | $5,661,000 | – | 15,080 | – | 0.50% | – |
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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% |