SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 931 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,209,061 | -5.7% | 32,162 | -1.9% | 1.37% | -14.4% |
| Q1 2024 | $18,247,470 | +8.6% | 32,796 | -1.0% | 1.60% | -5.9% |
| Q4 2023 | $16,806,695 | +9.9% | 33,124 | -1.1% | 1.70% | -5.6% |
| Q3 2023 | $15,298,514 | -4.8% | 33,502 | -0.2% | 1.80% | -1.4% |
| Q2 2023 | $16,078,116 | +4.4% | 33,572 | -0.1% | 1.83% | -19.7% |
| Q1 2023 | $15,407,263 | +2.4% | 33,610 | -1.0% | 2.28% | -4.5% |
| Q4 2022 | $15,039,411 | +9.1% | 33,965 | -1.1% | 2.38% | -25.6% |
| Q3 2022 | $13,790,000 | -6.4% | 34,332 | -3.6% | 3.20% | -16.7% |
| Q2 2022 | $14,730,000 | -14.5% | 35,622 | +1.4% | 3.84% | +3.4% |
| Q1 2022 | $17,226,000 | -5.3% | 35,123 | -0.0% | 3.71% | -4.8% |
| Q4 2021 | $18,186,000 | +6.6% | 35,130 | -1.0% | 3.90% | +14.6% |
| Q3 2021 | $17,059,000 | -2.1% | 35,474 | -0.1% | 3.40% | -15.3% |
| Q2 2021 | $17,428,000 | +3.1% | 35,494 | -0.1% | 4.02% | -11.4% |
| Q1 2021 | $16,910,000 | +11.4% | 35,520 | -1.8% | 4.54% | -7.1% |
| Q4 2020 | $15,184,000 | +22.1% | 36,158 | -1.5% | 4.89% | -0.4% |
| Q3 2020 | $12,435,000 | +3.9% | 36,701 | -0.5% | 4.91% | -11.9% |
| Q2 2020 | $11,965,000 | +19.4% | 36,874 | -3.3% | 5.57% | +0.2% |
| Q1 2020 | $10,025,000 | -29.4% | 38,137 | +0.8% | 5.56% | -18.1% |
| Q4 2019 | $14,202,000 | – | 37,833 | – | 6.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |