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 | $4,313 | -4.6% | 9,444 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $4,523 | +4.5% | 9,444 | 0.0% | 0.04% | +2.3% |
| Q1 2023 | $4,329 | +3.5% | 9,444 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $4,182 | -99.9% | 9,444 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $3,793,000 | -35.1% | 9,444 | -20.8% | 0.04% | -22.8% |
| Q1 2022 | $5,847,000 | -5.3% | 11,922 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $6,172,000 | +7.7% | 11,922 | 0.0% | 0.06% | +3.8% |
| Q3 2021 | $5,733,000 | -2.1% | 11,922 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $5,854,000 | +3.2% | 11,922 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $5,675,000 | +13.4% | 11,922 | 0.0% | 0.06% | +12.0% |
| Q4 2020 | $5,006,000 | +23.9% | 11,922 | 0.0% | 0.05% | +8.7% |
| Q3 2020 | $4,040,000 | +4.4% | 11,922 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $3,869,000 | +23.5% | 11,922 | 0.0% | 0.05% | +4.5% |
| Q1 2020 | $3,134,000 | +17.5% | 11,922 | +67.8% | 0.04% | +51.7% |
| Q4 2019 | $2,668,000 | +6.5% | 7,107 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $2,505,000 | -0.6% | 7,107 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $2,520,000 | +2.6% | 7,107 | 0.0% | 0.03% | +3.3% |
| Q1 2019 | $2,455,000 | +14.1% | 7,107 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $2,151,000 | -1.2% | 7,107 | +19.9% | 0.03% | +15.4% |
| Q3 2018 | $2,177,000 | +3.5% | 5,925 | 0.0% | 0.03% | +4.0% |
| Q2 2018 | $2,103,000 | +52.9% | 5,925 | +47.2% | 0.02% | +47.1% |
| Q1 2018 | $1,375,000 | – | 4,025 | – | 0.02% | – |
Download | ||||||
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% |