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 | $210,408 | -4.4% | 461 | +0.4% | 0.12% | -4.9% |
| Q2 2023 | $219,996 | +4.7% | 459 | +0.2% | 0.12% | -2.4% |
| Q1 2023 | $210,030 | +3.9% | 458 | +0.2% | 0.13% | -3.1% |
| Q4 2022 | $202,178 | -8.9% | 457 | +1.1% | 0.13% | -16.7% |
| Q1 2022 | $222,000 | -4.7% | 452 | +0.2% | 0.16% | -1.9% |
| Q4 2021 | $233,000 | -12.7% | 451 | -18.7% | 0.16% | +65.6% |
| Q3 2021 | $267,000 | -1.8% | 555 | +0.4% | 0.10% | -14.3% |
| Q2 2021 | $272,000 | +3.4% | 553 | 0.0% | 0.11% | -22.2% |
| Q1 2021 | $263,000 | +13.9% | 553 | +0.4% | 0.14% | -2.0% |
| Q4 2020 | $231,000 | – | 551 | – | 0.15% | – |
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% |