SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,812,000 | -2.7% | 10,007 | -0.6% | 2.76% | -1.4% |
| Q2 2021 | $4,943,000 | +1.2% | 10,067 | -1.9% | 2.80% | -5.1% |
| Q1 2021 | $4,885,000 | +5.0% | 10,261 | -7.4% | 2.95% | -0.7% |
| Q4 2020 | $4,652,000 | +16.4% | 11,079 | -6.0% | 2.97% | -4.9% |
| Q3 2020 | $3,995,000 | -2.5% | 11,791 | -6.6% | 3.13% | -4.2% |
| Q2 2020 | $4,096,000 | +22.4% | 12,622 | -0.9% | 3.26% | -11.5% |
| Q1 2020 | $3,347,000 | -30.4% | 12,732 | -0.6% | 3.68% | -13.3% |
| Q4 2019 | $4,806,000 | – | 12,803 | – | 4.25% | – |
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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% |