SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,961 | +9.5% | 589 | +14.8% | 0.02% | +10.0% |
| Q2 2023 | $245,681 | -5.8% | 513 | -9.8% | 0.02% | -9.1% |
| Q1 2023 | $260,835 | +103406.0% | 569 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $252 | -99.9% | 569 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $229,000 | -2.6% | 569 | 0.0% | 0.02% | +14.3% |
| Q2 2022 | $235,000 | -15.8% | 569 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $279,000 | -5.4% | 569 | 0.0% | 0.02% | -8.3% |
| Q4 2021 | $295,000 | +8.1% | 569 | +0.4% | 0.02% | -14.3% |
| Q3 2021 | $273,000 | -1.8% | 567 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $278,000 | +30.5% | 567 | +26.8% | 0.03% | +27.3% |
| Q1 2021 | $213,000 | – | 447 | – | 0.02% | – |
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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% |