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 | $4,634,452 | -5.1% | 10,149 | -0.5% | 0.69% | +9.7% |
| Q2 2023 | $4,883,876 | +4.5% | 10,198 | +0.0% | 0.63% | +2.9% |
| Q1 2023 | $4,673,851 | +2.6% | 10,196 | -0.9% | 0.61% | -2.8% |
| Q4 2022 | $4,554,378 | +13.2% | 10,286 | +2.7% | 0.63% | -2.5% |
| Q3 2022 | $4,025,000 | -4.0% | 10,020 | -1.2% | 0.65% | +0.9% |
| Q2 2022 | $4,193,000 | -17.8% | 10,140 | -2.5% | 0.64% | -6.6% |
| Q1 2022 | $5,101,000 | -5.2% | 10,401 | +0.0% | 0.69% | -3.9% |
| Q4 2021 | $5,382,000 | +2.5% | 10,396 | -0.4% | 0.72% | +0.8% |
| Q3 2021 | $5,253,000 | +2.7% | 10,436 | +0.2% | 0.71% | +0.9% |
| Q2 2021 | $5,115,000 | +2.3% | 10,417 | -0.8% | 0.70% | -5.1% |
| Q1 2021 | $4,998,000 | +12.7% | 10,498 | -0.6% | 0.74% | -3.1% |
| Q4 2020 | $4,435,000 | – | 10,561 | – | 0.76% | – |
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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% |