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 | $1,337,055 | -0.5% | 2,499 | +3.5% | 0.05% | +95.8% |
| Q1 2024 | $1,343,953 | +7.9% | 2,415 | -3.1% | 0.02% | -41.5% |
| Q4 2023 | $1,245,853 | -4.2% | 2,491 | -12.5% | 0.04% | -18.0% |
| 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 | 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% |