SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,515 | +7.7% | 706 | +13.0% | 0.02% | +11.1% |
| Q2 2023 | $300,298 | +2.1% | 625 | -2.3% | 0.02% | -10.0% |
| Q1 2023 | $294,147 | -52.5% | 640 | -54.1% | 0.02% | -55.6% |
| Q4 2022 | $618,955 | +19.5% | 1,393 | +8.5% | 0.04% | +15.4% |
| Q3 2022 | $518,000 | -1.7% | 1,284 | +1.0% | 0.04% | +2.6% |
| Q2 2022 | $527,000 | -15.3% | 1,271 | +0.2% | 0.04% | +8.6% |
| Q1 2022 | $622,000 | +3.0% | 1,269 | +8.7% | 0.04% | +2.9% |
| Q4 2021 | $604,000 | +19.6% | 1,167 | +11.1% | 0.03% | +3.0% |
| Q3 2021 | $505,000 | -1.9% | 1,050 | 0.0% | 0.03% | -8.3% |
| Q2 2021 | $515,000 | +2.8% | 1,050 | -0.3% | 0.04% | -7.7% |
| Q1 2021 | $501,000 | +19.0% | 1,053 | +5.1% | 0.04% | +2.6% |
| Q4 2020 | $421,000 | +26.4% | 1,002 | +2.0% | 0.04% | +5.6% |
| Q3 2020 | $333,000 | -24.5% | 982 | -27.8% | 0.04% | -35.7% |
| Q2 2020 | $441,000 | – | 1,360 | – | 0.06% | – |
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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% |