SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,881,579 | -0.9% | 12,880 | +3.9% | 0.94% | -7.0% |
| Q2 2023 | $5,934,839 | +6.2% | 12,392 | +1.7% | 1.01% | -4.9% |
| Q1 2023 | $5,585,910 | +2.9% | 12,185 | -0.6% | 1.06% | -13.7% |
| Q4 2022 | $5,429,361 | +15.7% | 12,262 | +5.0% | 1.23% | +7.2% |
| Q3 2022 | $4,693,000 | +5.4% | 11,683 | +8.5% | 1.15% | +3.5% |
| Q2 2022 | $4,451,000 | -8.5% | 10,765 | +8.5% | 1.11% | +6.3% |
| Q1 2022 | $4,865,000 | -6.7% | 9,920 | -1.5% | 1.04% | -30.3% |
| Q4 2021 | $5,212,000 | +18.0% | 10,068 | +9.6% | 1.50% | +15.4% |
| Q3 2021 | $4,416,000 | +22.1% | 9,183 | +25.0% | 1.30% | +9.5% |
| Q2 2021 | $3,616,000 | -24.6% | 7,345 | -27.1% | 1.18% | -4.9% |
| Q1 2021 | $4,796,000 | +189.4% | 10,075 | +155.3% | 1.25% | +53.1% |
| Q4 2020 | $1,657,000 | -55.6% | 3,947 | -64.1% | 0.81% | -15.9% |
| Q3 2020 | $3,730,000 | +624.3% | 11,007 | +593.6% | 0.97% | +110.9% |
| Q2 2020 | $515,000 | -32.7% | 1,587 | -22.1% | 0.46% | -37.7% |
| Q4 2019 | $765,000 | – | 2,037 | – | 0.74% | – |
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% |