SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 849 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $206,006 | -3.8% | 385 | 0.0% | 0.06% | -4.9% |
| Q1 2024 | $214,214 | -2.9% | 385 | -11.5% | 0.06% | -16.4% |
| Q4 2023 | $220,710 | +5.9% | 435 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $208,326 | -19.6% | 435 | -25.6% | 0.07% | -33.0% |
| Q4 2022 | $259,032 | +10.2% | 585 | 0.0% | 0.11% | +3.8% |
| Q3 2022 | $235,000 | -2.9% | 585 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $242,000 | -15.7% | 585 | 0.0% | 0.10% | 0.0% |
| Q1 2022 | $287,000 | -4.0% | 585 | 0.0% | 0.10% | +2.9% |
| Q4 2021 | $299,000 | +6.4% | 585 | 0.0% | 0.10% | -1.9% |
| Q3 2021 | $281,000 | -2.1% | 585 | 0.0% | 0.10% | -4.6% |
| Q2 2021 | $287,000 | +1.4% | 585 | 0.0% | 0.11% | -6.0% |
| Q1 2021 | $283,000 | +8.4% | 585 | 0.0% | 0.12% | +2.7% |
| Q4 2020 | $261,000 | +25.5% | 585 | -7.7% | 0.11% | -1.7% |
| Q2 2020 | $208,000 | -8.0% | 634 | +2.6% | 0.12% | -3.4% |
| Q4 2019 | $226,000 | – | 618 | – | 0.12% | – |
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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% |