SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,178,938 | -6.4% | 13,485 | -1.9% | 4.07% | -3.0% |
| Q2 2023 | $6,601,349 | +2.2% | 13,740 | -2.2% | 4.20% | -1.1% |
| Q1 2023 | $6,456,180 | +3.2% | 14,047 | -0.2% | 4.24% | -1.7% |
| Q4 2022 | $6,255,454 | +13.4% | 14,074 | +2.9% | 4.32% | +2.9% |
| Q3 2022 | $5,517,000 | -5.3% | 13,676 | -2.6% | 4.19% | +3.2% |
| Q2 2022 | $5,828,000 | -16.6% | 14,048 | -1.1% | 4.06% | -3.0% |
| Q1 2022 | $6,984,000 | -8.2% | 14,206 | -3.0% | 4.19% | -4.4% |
| Q4 2021 | $7,605,000 | +10.4% | 14,649 | +2.6% | 4.38% | +1.9% |
| Q3 2021 | $6,886,000 | -3.7% | 14,282 | -1.9% | 4.30% | -4.1% |
| Q2 2021 | $7,147,000 | +3.0% | 14,555 | +0.1% | 4.49% | -3.2% |
| Q1 2021 | $6,940,000 | +16.4% | 14,539 | +2.8% | 4.64% | +7.1% |
| Q4 2020 | $5,961,000 | +27.7% | 14,146 | +3.0% | 4.33% | +7.2% |
| Q3 2020 | $4,669,000 | +4.2% | 13,739 | -0.2% | 4.04% | -0.3% |
| Q2 2020 | $4,481,000 | +22.4% | 13,762 | -0.8% | 4.05% | +4.7% |
| Q1 2020 | $3,662,000 | -30.6% | 13,869 | -1.0% | 3.87% | -14.3% |
| Q4 2019 | $5,277,000 | – | 14,003 | – | 4.52% | – |
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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% |