SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,154,012 | -4.7% | 6,907 | 0.0% | 1.46% | +4.2% |
| Q2 2023 | $3,307,831 | +4.5% | 6,907 | 0.0% | 1.40% | -3.9% |
| Q1 2023 | $3,166,238 | +3.5% | 6,907 | 0.0% | 1.46% | -0.3% |
| Q4 2022 | $3,058,351 | +10.3% | 6,907 | 0.0% | 1.47% | -3.0% |
| Q3 2022 | $2,774,000 | -2.9% | 6,907 | 0.0% | 1.51% | -0.5% |
| Q2 2022 | $2,856,000 | -16.0% | 6,907 | -0.4% | 1.52% | +7.6% |
| Q1 2022 | $3,401,000 | -49.3% | 6,935 | -49.3% | 1.41% | -9.2% |
| Q2 2021 | $6,712,000 | +994.9% | 13,670 | -97.8% | 1.56% | +1088.5% |
| Q1 2021 | $613,000 | 0.0% | 613,299 | 0.0% | 0.13% | -14.9% |
| Q4 2020 | $613,000 | -70.5% | 613,299 | -70.5% | 0.15% | -72.8% |
| Q3 2020 | $2,081,000 | 0.0% | 2,081,484 | 0.0% | 0.57% | -2.7% |
| Q2 2020 | $2,081,000 | – | 2,081,484 | – | 0.58% | – |
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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% |