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 | $369,422 | -7.3% | 809 | 0.0% | 0.24% | -5.2% |
| Q2 2023 | $398,570 | +7.5% | 809 | 0.0% | 0.25% | -0.4% |
| Q1 2023 | $370,854 | +3.5% | 809 | 0.0% | 0.25% | +0.8% |
| Q4 2022 | $358,217 | +10.2% | 809 | 0.0% | 0.25% | +3.7% |
| Q3 2022 | $325,000 | -3.0% | 809 | 0.0% | 0.24% | +2.1% |
| Q2 2022 | $335,000 | -19.5% | 809 | -4.7% | 0.24% | -3.3% |
| Q1 2022 | $416,000 | -5.5% | 849 | 0.0% | 0.24% | +9.9% |
| Q4 2021 | $440,000 | +8.1% | 849 | +0.4% | 0.22% | -3.5% |
| Q3 2021 | $407,000 | -4.9% | 846 | -2.9% | 0.23% | -4.1% |
| Q2 2021 | $428,000 | +3.1% | 871 | 0.0% | 0.24% | -5.5% |
| Q1 2021 | $415,000 | +13.4% | 871 | 0.0% | 0.26% | +7.6% |
| Q4 2020 | $366,000 | +24.1% | 871 | -0.1% | 0.24% | +9.7% |
| Q3 2020 | $295,000 | +4.2% | 872 | 0.0% | 0.22% | -8.5% |
| Q2 2020 | $283,000 | +19.9% | 872 | -2.8% | 0.24% | -0.8% |
| Q1 2020 | $236,000 | -25.8% | 897 | +5.9% | 0.24% | -9.5% |
| Q4 2019 | $318,000 | – | 847 | – | 0.26% | – |
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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% |