SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,015 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,300,623 | -20.8% | 2,848 | -17.0% | 0.05% | -18.0% |
| Q2 2023 | $1,642,486 | +3.4% | 3,430 | -1.1% | 0.06% | -1.6% |
| Q1 2023 | $1,589,104 | +136421.0% | 3,467 | +31.8% | 0.06% | -4.6% |
| Q4 2022 | $1,164 | -99.9% | 2,630 | +30.1% | 0.06% | +32.7% |
| Q3 2022 | $812,000 | -85.9% | 2,021 | -85.4% | 0.05% | -79.3% |
| Q2 2022 | $5,742,000 | +125.7% | 13,886 | +167.8% | 0.24% | +248.5% |
| Q1 2022 | $2,544,000 | -26.5% | 5,186 | -22.5% | 0.07% | -11.7% |
| Q4 2021 | $3,463,000 | +36.3% | 6,688 | +26.6% | 0.08% | +14.9% |
| Q3 2021 | $2,541,000 | +7.0% | 5,284 | +9.3% | 0.07% | +4.7% |
| Q2 2021 | $2,374,000 | -13.9% | 4,834 | -16.5% | 0.06% | -12.3% |
| Q1 2021 | $2,756,000 | – | 5,786 | – | 0.07% | – |
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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% |