SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 819 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $668 | -3.9% | 1,248 | 0.0% | 1.14% | +610.6% |
| Q1 2024 | $695 | +9.8% | 1,248 | 0.0% | 0.16% | +1.9% |
| Q4 2023 | $633 | +11.1% | 1,248 | 0.0% | 0.16% | +5.3% |
| Q3 2023 | $570 | -4.7% | 1,248 | 0.0% | 0.15% | -81.8% |
| Q2 2023 | $598 | +4.5% | 1,248 | 0.0% | 0.82% | +560.0% |
| Q1 2023 | $572 | +3.4% | 1,248 | 0.0% | 0.12% | -6.0% |
| Q4 2022 | $553 | -99.9% | 1,248 | 0.0% | 0.13% | -3.6% |
| Q3 2022 | $501,000 | -2.9% | 1,248 | 0.0% | 0.14% | -2.1% |
| Q2 2022 | $516,000 | -9.8% | 1,248 | +6.9% | 0.14% | -3.4% |
| Q1 2022 | $572,000 | -5.3% | 1,167 | 0.0% | 0.15% | -9.9% |
| Q4 2021 | $604,000 | +7.7% | 1,167 | 0.0% | 0.16% | -86.8% |
| Q3 2021 | $561,000 | -2.1% | 1,167 | 0.0% | 1.23% | +522.3% |
| Q2 2021 | $573,000 | +1.8% | 1,167 | 0.0% | 0.20% | -4.4% |
| Q1 2021 | $563,000 | +14.9% | 1,167 | 0.0% | 0.21% | -6.8% |
| Q4 2020 | $490,000 | +24.1% | 1,167 | 0.0% | 0.22% | +5.2% |
| Q3 2020 | $395,000 | +4.2% | 1,167 | 0.0% | 0.21% | -5.0% |
| Q2 2020 | $379,000 | -4.3% | 1,167 | +10.5% | 0.22% | -7.9% |
| Q4 2019 | $396,000 | – | 1,056 | – | 0.24% | – |
Download | ||||||
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% |