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 | $318,369 | -4.4% | 697 | +0.3% | 0.17% | -4.5% |
| Q2 2023 | $333,044 | +4.7% | 695 | +0.3% | 0.18% | -1.1% |
| Q1 2023 | $318,073 | +3.8% | 693 | +0.3% | 0.18% | -1.6% |
| Q4 2022 | $306,337 | +10.6% | 691 | +0.3% | 0.18% | -1.1% |
| Q3 2022 | $277,000 | -3.1% | 689 | -0.3% | 0.19% | +2.2% |
| Q2 2022 | $286,000 | -24.1% | 691 | -10.0% | 0.18% | -16.1% |
| Q1 2022 | $377,000 | -4.8% | 768 | +0.3% | 0.22% | -1.8% |
| Q4 2021 | $396,000 | +7.9% | 766 | +0.3% | 0.22% | -6.8% |
| Q3 2021 | $367,000 | -1.9% | 764 | +0.3% | 0.24% | -2.9% |
| Q2 2021 | $374,000 | +3.3% | 762 | +0.1% | 0.24% | -2.0% |
| Q1 2021 | $362,000 | +13.8% | 761 | +0.3% | 0.25% | +9.2% |
| Q4 2020 | $318,000 | +23.7% | 759 | +0.3% | 0.23% | +18.8% |
| Q3 2020 | $257,000 | +4.9% | 757 | +0.3% | 0.19% | -3.5% |
| Q2 2020 | $245,000 | -53.9% | 755 | -46.6% | 0.20% | -53.8% |
| Q4 2019 | $531,000 | – | 1,415 | – | 0.43% | – |
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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% |