SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 838 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $693,588 | +11.1% | 1,367 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $624,227 | -6.2% | 1,367 | -1.6% | 0.03% | -3.4% |
| Q2 2023 | $665,206 | +3.0% | 1,389 | -1.4% | 0.03% | 0.0% |
| Q1 2023 | $645,900 | +3.5% | 1,409 | 0.0% | 0.03% | +3.6% |
| Q4 2022 | $623,891 | +8.3% | 1,409 | -1.7% | 0.03% | -3.4% |
| Q3 2022 | $576,000 | -2.9% | 1,434 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $593,000 | -15.6% | 1,434 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $703,000 | -5.3% | 1,434 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $742,000 | +7.5% | 1,434 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $690,000 | -2.0% | 1,434 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $704,000 | +0.9% | 1,434 | -2.2% | 0.03% | -3.2% |
| Q1 2021 | $698,000 | +9.6% | 1,466 | -3.4% | 0.03% | +3.3% |
| Q4 2020 | $637,000 | +27.4% | 1,518 | +2.8% | 0.03% | +15.4% |
| Q3 2020 | $500,000 | +4.4% | 1,477 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $479,000 | +23.5% | 1,477 | 0.0% | 0.03% | +8.0% |
| Q1 2020 | $388,000 | -33.8% | 1,477 | -5.4% | 0.02% | -16.7% |
| Q4 2019 | $586,000 | +9.9% | 1,562 | +3.2% | 0.03% | +3.4% |
| Q3 2019 | $533,000 | -25.4% | 1,513 | -24.8% | 0.03% | -25.6% |
| Q2 2019 | $714,000 | +1.7% | 2,013 | -1.0% | 0.04% | 0.0% |
| Q1 2019 | $702,000 | +10.2% | 2,033 | -3.4% | 0.04% | 0.0% |
| Q4 2018 | $637,000 | -25.9% | 2,105 | -10.0% | 0.04% | -17.0% |
| Q3 2018 | $860,000 | +3.5% | 2,340 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $831,000 | +19.2% | 2,340 | +14.7% | 0.05% | +20.0% |
| Q1 2018 | $697,000 | -1.1% | 2,040 | 0.0% | 0.04% | +2.6% |
| Q4 2017 | $705,000 | +5.9% | 2,040 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $666,000 | -16.0% | 2,040 | -18.3% | 0.04% | -19.1% |
| Q2 2017 | $793,000 | +27.5% | 2,497 | +25.5% | 0.05% | +27.0% |
| Q1 2017 | $622,000 | +3.7% | 1,990 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $600,000 | +2.9% | 1,990 | -3.6% | 0.04% | 0.0% |
| Q3 2016 | $583,000 | +0.2% | 2,065 | -3.3% | 0.04% | 0.0% |
| Q2 2016 | $582,000 | +4.7% | 2,136 | +0.9% | 0.04% | 0.0% |
| Q1 2016 | $556,000 | +4.5% | 2,116 | +1.2% | 0.04% | +2.8% |
| Q4 2015 | $532,000 | +33.7% | 2,091 | +30.7% | 0.04% | +24.1% |
| Q3 2015 | $398,000 | +27.6% | 1,600 | +40.4% | 0.03% | +38.1% |
| Q2 2015 | $312,000 | -1.3% | 1,140 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $316,000 | -99.9% | 1,140 | -0.9% | 0.02% | +5.0% |
| Q4 2014 | $303,566,000 | +3.6% | 1,150 | -2.1% | 0.02% | -4.8% |
| Q3 2014 | $292,951,000 | – | 1,175 | – | 0.02% | – |
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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% |