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 | $22,195,900 | -4.7% | 48,607 | 0.0% | 0.81% | +3.9% |
| Q2 2023 | $23,278,378 | -15.2% | 48,607 | -18.9% | 0.78% | -15.1% |
| Q1 2023 | $27,461,968 | +3.5% | 59,907 | 0.0% | 0.92% | +6.5% |
| Q4 2022 | $26,526,220 | +10.2% | 59,907 | 0.0% | 0.86% | +0.9% |
| Q3 2022 | $24,062,000 | -2.9% | 59,907 | 0.0% | 0.85% | +15.1% |
| Q2 2022 | $24,771,000 | -13.3% | 59,907 | +2.9% | 0.74% | -4.6% |
| Q1 2022 | $28,555,000 | -10.8% | 58,223 | -5.8% | 0.78% | -8.8% |
| Q4 2021 | $31,997,000 | +5.3% | 61,808 | -2.2% | 0.85% | -2.2% |
| Q3 2021 | $30,380,000 | -40.6% | 63,175 | -39.3% | 0.87% | -41.2% |
| Q2 2021 | $51,131,000 | +3.1% | 104,135 | 0.0% | 1.48% | -0.6% |
| Q1 2021 | $49,573,000 | +13.4% | 104,135 | 0.0% | 1.49% | +7.4% |
| Q4 2020 | $43,728,000 | +23.9% | 104,135 | 0.0% | 1.39% | +11.8% |
| Q3 2020 | $35,284,000 | +4.4% | 104,135 | 0.0% | 1.24% | -1.0% |
| Q2 2020 | $33,791,000 | +20.0% | 104,135 | -2.8% | 1.26% | +4.7% |
| Q1 2020 | $28,170,000 | -30.0% | 107,160 | 0.0% | 1.20% | -9.0% |
| Q4 2019 | $40,226,000 | +6.5% | 107,160 | 0.0% | 1.32% | +0.8% |
| Q3 2019 | $37,771,000 | -4.9% | 107,160 | -4.4% | 1.31% | -0.5% |
| Q2 2019 | $39,726,000 | +6.1% | 112,035 | +3.4% | 1.31% | +12.3% |
| Q1 2019 | $37,429,000 | +14.1% | 108,365 | 0.0% | 1.17% | +4.8% |
| Q4 2018 | $32,799,000 | -23.9% | 108,365 | -7.6% | 1.12% | -12.7% |
| Q3 2018 | $43,112,000 | +3.5% | 117,325 | 0.0% | 1.28% | +0.7% |
| Q2 2018 | $41,653,000 | +3.9% | 117,325 | 0.0% | 1.27% | -1.6% |
| Q1 2018 | $40,093,000 | -1.1% | 117,325 | 0.0% | 1.29% | -3.5% |
| Q4 2017 | $40,525,000 | +5.8% | 117,325 | 0.0% | 1.34% | +2.7% |
| Q3 2017 | $38,287,000 | +2.7% | 117,325 | 0.0% | 1.30% | -3.7% |
| Q2 2017 | $37,265,000 | -0.7% | 117,325 | -2.3% | 1.35% | -2.4% |
| Q1 2017 | $37,534,000 | +3.5% | 120,141 | 0.0% | 1.39% | -4.1% |
| Q4 2016 | $36,250,000 | +6.9% | 120,141 | 0.0% | 1.45% | +7.0% |
| Q3 2016 | $33,912,000 | +3.6% | 120,141 | 0.0% | 1.35% | +0.1% |
| Q2 2016 | $32,724,000 | +3.7% | 120,141 | 0.0% | 1.35% | +2.0% |
| Q1 2016 | $31,563,000 | +4.9% | 120,141 | +1.4% | 1.32% | +3.0% |
| Q4 2015 | $30,102,000 | +2.1% | 118,471 | 0.0% | 1.29% | -0.6% |
| Q3 2015 | $29,486,000 | -7.8% | 118,471 | +1.2% | 1.30% | -1.4% |
| Q2 2015 | $31,989,000 | -0.2% | 117,090 | +1.2% | 1.31% | -3.7% |
| Q1 2015 | $32,064,000 | +5.0% | 115,655 | 0.0% | 1.36% | -8.5% |
| Q4 2014 | $30,529,000 | +5.9% | 115,655 | 0.0% | 1.49% | -1.4% |
| Q3 2014 | $28,835,000 | -6.7% | 115,655 | -2.4% | 1.51% | -8.0% |
| Q2 2014 | $30,891,000 | +17.4% | 118,555 | +12.9% | 1.64% | +6.2% |
| Q1 2014 | $26,321,000 | -3.6% | 105,045 | -6.1% | 1.55% | -8.6% |
| Q4 2013 | $27,313,000 | +7.9% | 111,845 | 0.0% | 1.69% | -13.5% |
| Q3 2013 | $25,314,000 | +7.7% | 111,845 | 0.0% | 1.96% | +0.7% |
| Q2 2013 | $23,499,000 | – | 111,845 | – | 1.94% | – |
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% |