SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 843 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2020. The put-call ratio across all filers is 1.06 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $292 | -3.9% | 546 | 0.0% | 0.04% | -4.5% |
| Q1 2024 | $304 | +20.6% | 546 | +10.1% | 0.04% | +18.9% |
| Q4 2023 | $252 | +9.1% | 496 | -2.0% | 0.04% | -2.6% |
| Q3 2023 | $231 | -4.5% | 506 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $242 | +31.5% | 506 | -69.5% | 0.04% | +26.7% |
| Q1 2023 | $184 | -17.9% | 1,660 | +228.1% | 0.03% | -14.3% |
| Q4 2022 | $224 | -99.9% | 506 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $203,000 | -10.2% | 506 | -7.3% | 0.04% | -5.4% |
| Q2 2022 | $226,000 | -15.7% | 546 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $268,000 | -5.3% | 546 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $283,000 | +7.6% | 546 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $263,000 | -8.7% | 546 | -6.8% | 0.04% | -5.0% |
| Q2 2021 | $288,000 | +3.2% | 586 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $279,000 | +13.4% | 586 | 0.0% | 0.04% | +5.0% |
| Q4 2020 | $246,000 | +23.6% | 586 | 0.0% | 0.04% | +11.1% |
| Q3 2020 | $199,000 | -10.8% | 586 | -14.6% | 0.04% | -16.3% |
| Q2 2020 | $223,000 | +23.9% | 686 | 0.0% | 0.04% | +7.5% |
| Q1 2020 | $180,000 | -30.2% | 686 | 0.0% | 0.04% | -11.1% |
| Q4 2019 | $258,000 | +6.6% | 686 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $242,000 | -30.5% | 686 | -40.3% | 0.04% | -41.6% |
| Q4 2018 | $348,000 | -17.5% | 1,150 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $422,000 | – | 1,150 | – | 0.08% | – |
Download | ||||||
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% |