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 | $386,774 | -4.7% | 847 | 0.0% | 0.22% | -6.8% |
| Q2 2023 | $405,637 | +4.5% | 847 | 0.0% | 0.24% | -5.6% |
| Q1 2023 | $388,273 | +3.5% | 847 | 0.0% | 0.25% | +1.2% |
| Q4 2022 | $375,043 | +10.3% | 847 | 0.0% | 0.25% | -3.1% |
| Q3 2022 | $340,000 | -2.9% | 847 | 0.0% | 0.25% | +0.4% |
| Q2 2022 | $350,000 | -15.9% | 847 | 0.0% | 0.25% | -3.1% |
| Q1 2022 | $416,000 | -5.0% | 847 | 0.0% | 0.26% | -1.9% |
| Q4 2021 | $438,000 | +6.8% | 847 | 0.0% | 0.27% | -1.1% |
| Q3 2021 | $410,000 | -1.4% | 847 | 0.0% | 0.27% | -1.8% |
| Q2 2021 | $416,000 | +3.2% | 847 | 0.0% | 0.27% | -7.4% |
| Q1 2021 | $403,000 | +13.2% | 847 | 0.0% | 0.30% | +12.1% |
| Q4 2020 | $356,000 | +24.0% | 847 | 0.0% | 0.26% | +10.9% |
| Q3 2020 | $287,000 | +4.7% | 847 | 0.0% | 0.24% | -3.3% |
| Q2 2020 | $274,000 | +22.9% | 847 | 0.0% | 0.25% | +18.8% |
| Q1 2020 | $223,000 | -27.4% | 847 | +3.5% | 0.21% | -27.1% |
| Q4 2019 | $307,000 | – | 818 | – | 0.28% | – |
Download | ||||||
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% |