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 | $251,609 | -4.5% | 551 | +0.2% | 0.09% | -2.2% |
| Q2 2023 | $263,401 | -5.0% | 550 | -9.1% | 0.09% | -18.3% |
| Q1 2023 | $277,338 | +6.5% | 605 | +2.9% | 0.11% | +9.0% |
| Q4 2022 | $260,361 | +7.3% | 588 | -2.6% | 0.10% | -16.0% |
| Q3 2022 | $242,603 | +3.8% | 604 | +6.9% | 0.12% | +11.2% |
| Q2 2022 | $233,622 | -15.7% | 565 | 0.0% | 0.11% | -7.0% |
| Q1 2022 | $277,104 | -5.3% | 565 | 0.0% | 0.12% | -4.2% |
| Q4 2021 | $292,489 | +9.0% | 565 | +1.3% | 0.12% | -2.4% |
| Q3 2021 | $268,331 | -2.1% | 558 | 0.0% | 0.12% | -4.7% |
| Q2 2021 | $273,984 | +3.1% | 558 | 0.0% | 0.13% | -14.6% |
| Q1 2021 | $265,636 | +19.8% | 558 | +5.7% | 0.15% | +1.3% |
| Q4 2020 | $221,718 | – | 528 | – | 0.15% | – |
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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% |