SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,026 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2021. The put-call ratio across all filers is 2.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366 | -4.7% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $384 | +4.6% | 800 | 0.0% | 0.00% | – |
| Q1 2023 | $367 | +3.7% | 800 | 0.0% | 0.00% | – |
| Q4 2022 | $354 | -99.9% | 800 | 0.0% | 0.00% | – |
| Q3 2022 | $322,000 | -2.7% | 800 | 0.0% | 0.00% | – |
| Q2 2022 | $331,000 | -15.6% | 800 | 0.0% | 0.00% | – |
| Q1 2022 | $392,000 | -5.3% | 800 | 0.0% | 0.00% | – |
| Q4 2021 | $414,000 | +7.5% | 800 | 0.0% | 0.00% | – |
| Q3 2021 | $385,000 | -2.0% | 800 | 0.0% | 0.00% | – |
| Q2 2021 | $393,000 | -11.1% | 800 | -13.8% | 0.00% | – |
| Q1 2021 | $442,000 | +31.5% | 928 | +16.0% | 0.00% | – |
| Q4 2020 | $336,000 | -22.0% | 800 | -39.7% | 0.00% | – |
| Q2 2020 | $431,000 | +36.8% | 1,327 | +10.7% | 0.00% | – |
| Q1 2020 | $315,000 | +26.0% | 1,199 | +80.0% | 0.00% | – |
| Q4 2019 | $250,000 | +11.6% | 666 | +5.5% | 0.00% | – |
| Q2 2019 | $224,000 | -13.8% | 631 | -16.3% | 0.00% | – |
| Q1 2019 | $260,000 | +14.5% | 754 | +0.5% | 0.00% | – |
| Q4 2018 | $227,000 | +13.5% | 750 | +33.0% | 0.00% | – |
| Q2 2018 | $200,000 | – | 564 | – | 0.00% | – |
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% |