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 | $12,738,423 | -23.1% | 27,896 | -19.3% | 2.09% | -20.4% |
| Q2 2023 | $16,562,095 | -0.1% | 34,583 | -4.4% | 2.62% | -10.0% |
| Q1 2023 | $16,579,207 | +584.4% | 36,167 | +561.1% | 2.91% | +499.2% |
| Q4 2022 | $2,422,555 | +241.2% | 5,471 | +209.4% | 0.49% | +215.6% |
| Q3 2022 | $710,000 | -16.6% | 1,768 | -14.1% | 0.15% | -14.4% |
| Q2 2022 | $851,000 | -13.8% | 2,058 | +2.2% | 0.18% | +0.6% |
| Q1 2022 | $987,000 | +13.8% | 2,013 | +20.2% | 0.18% | +17.0% |
| Q4 2021 | $867,000 | +21.9% | 1,675 | +13.3% | 0.15% | +9.3% |
| Q3 2021 | $711,000 | +15.8% | 1,479 | +18.3% | 0.14% | +13.8% |
| Q2 2021 | $614,000 | +159.1% | 1,250 | +151.5% | 0.12% | +127.8% |
| Q1 2021 | $237,000 | +4.9% | 497 | +1.6% | 0.05% | +3.8% |
| Q4 2020 | $226,000 | – | 489 | – | 0.05% | – |
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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% |