SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2020. The put-call ratio across all filers is 1.42 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,169,948 | -7.2% | 4,752 | -2.6% | 1.41% | -2.4% |
| Q2 2023 | $2,337,776 | +0.8% | 4,881 | -3.5% | 1.44% | -1.6% |
| Q1 2023 | $2,319,093 | +0.1% | 5,059 | -3.3% | 1.47% | -4.4% |
| Q4 2022 | $2,317,294 | +8.2% | 5,233 | -1.9% | 1.54% | +6.4% |
| Q3 2022 | $2,142,000 | -99.9% | 5,333 | -1.4% | 1.44% | -2.4% |
| Q2 2022 | $2,235,862,000 | -16.5% | 5,407 | -0.9% | 1.48% | -4.8% |
| Q1 2022 | $2,676,317,000 | -6.4% | 5,457 | -1.2% | 1.55% | -4.1% |
| Q4 2021 | $2,858,279,000 | +4.4% | 5,521 | -3.1% | 1.62% | -2.6% |
| Q3 2021 | $2,739,038,000 | -6.6% | 5,696 | -4.6% | 1.66% | -8.8% |
| Q2 2021 | $2,931,547,000 | -1.8% | 5,970 | -4.8% | 1.82% | -11.3% |
| Q1 2021 | $2,984,904,000 | -9.3% | 6,270 | -20.0% | 2.06% | -21.8% |
| Q4 2020 | $3,290,708,000 | +13.8% | 7,837 | -8.1% | 2.63% | -3.2% |
| Q3 2020 | $2,890,563,000 | – | 8,531 | – | 2.72% | – |
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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% |