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 | $3,380,506 | -4.1% | 7,403 | +0.6% | 2.60% | -1.6% |
| Q2 2023 | $3,524,299 | +8.7% | 7,359 | +4.0% | 2.64% | -6.8% |
| Q1 2023 | $3,242,334 | +3.7% | 7,073 | +0.2% | 2.83% | -10.5% |
| Q4 2022 | $3,125,655 | +10.1% | 7,059 | -0.1% | 3.17% | +11.6% |
| Q3 2022 | $2,838,000 | -0.7% | 7,065 | +2.3% | 2.84% | +11.5% |
| Q2 2022 | $2,857,000 | -17.9% | 6,909 | -2.6% | 2.54% | +1.6% |
| Q1 2022 | $3,479,000 | -8.1% | 7,094 | -3.0% | 2.50% | +8.1% |
| Q4 2021 | $3,787,000 | +8.9% | 7,316 | +1.1% | 2.32% | -2.1% |
| Q3 2021 | $3,478,000 | -1.8% | 7,234 | +0.3% | 2.36% | -5.9% |
| Q2 2021 | $3,542,000 | +3.3% | 7,214 | +0.2% | 2.51% | -5.7% |
| Q1 2021 | $3,429,000 | +15.3% | 7,202 | +1.7% | 2.66% | +7.0% |
| Q4 2020 | $2,974,000 | +21.9% | 7,083 | -1.7% | 2.49% | +8.5% |
| Q3 2020 | $2,440,000 | +5.3% | 7,202 | +0.8% | 2.30% | -4.3% |
| Q2 2020 | $2,318,000 | +16.8% | 7,145 | -5.3% | 2.40% | -14.7% |
| Q1 2020 | $1,984,000 | -27.2% | 7,546 | +3.9% | 2.81% | +6.4% |
| Q4 2019 | $2,727,000 | – | 7,264 | – | 2.64% | – |
Download | ||||||
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% |