SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,031 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $542,571 | -12.5% | 1,014 | -9.0% | 0.15% | -8.7% |
| Q1 2024 | $619,830 | +9.7% | 1,114 | 0.0% | 0.16% | -18.3% |
| Q4 2023 | $565,221 | -47.4% | 1,114 | -50.0% | 0.20% | -6.2% |
| Q3 2023 | $1,073,918 | +109.2% | 2,228 | +98.9% | 0.21% | +54.4% |
| Q1 2023 | $513,419 | -62.8% | 1,120 | -64.1% | 0.14% | -63.3% |
| Q4 2022 | $1,381,505 | +10.3% | 3,120 | 0.0% | 0.37% | +7.2% |
| Q3 2022 | $1,253,000 | -2.9% | 3,120 | 0.0% | 0.35% | +9.1% |
| Q2 2022 | $1,290,000 | -15.7% | 3,120 | 0.0% | 0.32% | -0.3% |
| Q1 2022 | $1,530,000 | -7.0% | 3,120 | -8.8% | 0.32% | -13.1% |
| Q3 2021 | $1,645,000 | -2.8% | 3,420 | -0.7% | 0.37% | -9.0% |
| Q2 2021 | $1,692,000 | +17.0% | 3,445 | 0.0% | 0.40% | +2.6% |
| Q4 2020 | $1,446,000 | +23.9% | 3,445 | 0.0% | 0.39% | +26.5% |
| Q3 2020 | $1,167,000 | -52.3% | 3,445 | -54.3% | 0.31% | -54.5% |
| Q2 2020 | $2,448,000 | +15.1% | 7,545 | -6.7% | 0.68% | -5.5% |
| Q1 2020 | $2,127,000 | -25.8% | 8,090 | +6.0% | 0.72% | -4.4% |
| Q4 2019 | $2,866,000 | – | 7,634 | – | 0.76% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |