SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,514 | +5.6% | 770 | +10.8% | 0.16% | +9.3% |
| Q2 2023 | $332,825 | +4.7% | 695 | +0.3% | 0.15% | -1.9% |
| Q1 2023 | $317,855 | +5.1% | 693 | +1.5% | 0.15% | -0.6% |
| Q4 2022 | $302,573 | +12.5% | 683 | +1.9% | 0.16% | +3.3% |
| Q3 2022 | $269,000 | -2.5% | 670 | +0.3% | 0.15% | +2.0% |
| Q2 2022 | $276,000 | -15.6% | 668 | +0.1% | 0.15% | -2.0% |
| Q1 2022 | $327,000 | -4.9% | 667 | +0.3% | 0.15% | 0.0% |
| Q4 2021 | $344,000 | +7.8% | 665 | +0.2% | 0.15% | -3.2% |
| Q3 2021 | $319,000 | -1.8% | 664 | +0.3% | 0.16% | -1.3% |
| Q2 2021 | $325,000 | +3.2% | 662 | +0.2% | 0.16% | -3.1% |
| Q1 2021 | $315,000 | +14.1% | 661 | +0.3% | 0.16% | +11.7% |
| Q4 2020 | $276,000 | +24.3% | 659 | +0.2% | 0.14% | +13.3% |
| Q3 2020 | $222,000 | +4.7% | 658 | +0.3% | 0.13% | -7.2% |
| Q2 2020 | $212,000 | -16.2% | 656 | -3.0% | 0.14% | -2.8% |
| Q4 2019 | $253,000 | +6.8% | 676 | +0.3% | 0.14% | -9.6% |
| Q3 2019 | $237,000 | -6.3% | 674 | -5.6% | 0.16% | -9.2% |
| Q2 2019 | $253,000 | +2.8% | 714 | +0.1% | 0.17% | -2.3% |
| Q1 2019 | $246,000 | +16.6% | 713 | +2.3% | 0.18% | 0.0% |
| Q4 2018 | $211,000 | – | 697 | – | 0.18% | – |
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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% |