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 | $333,668 | -4.6% | 731 | +0.1% | 0.21% | -6.6% |
| Q2 2023 | $349,698 | +4.9% | 730 | 0.0% | 0.23% | +2.3% |
| Q1 2023 | $333,430 | +3.3% | 730 | +0.1% | 0.22% | +4.7% |
| Q4 2022 | $322,882 | +2.5% | 729 | -7.1% | 0.21% | +4.5% |
| Q3 2022 | $315,000 | -2.8% | 785 | +0.1% | 0.20% | +2.0% |
| Q2 2022 | $324,000 | -15.6% | 784 | 0.0% | 0.20% | -4.8% |
| Q1 2022 | $384,000 | -5.2% | 784 | +0.1% | 0.21% | 0.0% |
| Q4 2021 | $405,000 | +7.7% | 783 | 0.0% | 0.21% | -1.9% |
| Q3 2021 | $376,000 | -2.1% | 783 | +0.1% | 0.21% | -5.4% |
| Q2 2021 | $384,000 | +3.2% | 782 | 0.0% | 0.22% | -3.0% |
| Q1 2021 | $372,000 | +13.4% | 782 | +0.1% | 0.23% | +7.9% |
| Q4 2020 | $328,000 | +29.1% | 781 | +4.1% | 0.21% | +20.9% |
| Q3 2020 | $254,000 | +4.5% | 750 | 0.0% | 0.18% | +2.3% |
| Q2 2020 | $243,000 | +23.4% | 750 | +0.1% | 0.17% | +21.8% |
| Q1 2020 | $197,000 | -29.9% | 749 | 0.0% | 0.14% | -21.1% |
| Q4 2019 | $281,000 | – | 749 | – | 0.18% | – |
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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% |