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 | $264,330 | -3.8% | 494 | 0.0% | 0.15% | -7.9% |
| Q1 2024 | $274,862 | +9.7% | 494 | 0.0% | 0.16% | -0.6% |
| Q4 2023 | $250,646 | +11.1% | 494 | 0.0% | 0.16% | +2.5% |
| Q3 2023 | $225,580 | -12.8% | 494 | -8.5% | 0.16% | -9.6% |
| Q2 2023 | $258,611 | +4.5% | 540 | 0.0% | 0.18% | -0.6% |
| Q1 2023 | $247,541 | +3.5% | 540 | 0.0% | 0.18% | -4.8% |
| Q4 2022 | $239,107 | +6.7% | 540 | -0.6% | 0.19% | -1.6% |
| Q3 2022 | $224,000 | -11.8% | 543 | -11.6% | 0.19% | -14.0% |
| Q2 2022 | $254,000 | -15.6% | 614 | 0.0% | 0.22% | -2.6% |
| Q1 2022 | $301,000 | -5.6% | 614 | -0.5% | 0.23% | -7.7% |
| Q4 2021 | $319,000 | +0.3% | 617 | -6.7% | 0.25% | -8.5% |
| Q3 2021 | $318,000 | -4.8% | 661 | -2.8% | 0.27% | -5.6% |
| Q2 2021 | $334,000 | +3.1% | 680 | 0.0% | 0.29% | -6.2% |
| Q1 2021 | $324,000 | +13.3% | 680 | 0.0% | 0.30% | +8.5% |
| Q4 2020 | $286,000 | – | 680 | – | 0.28% | – |
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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% |