SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 814 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $914,000 | +7.0% | 1,765 | -0.6% | 0.16% | -6.5% |
| Q3 2021 | $854,000 | -43.3% | 1,776 | -42.1% | 0.17% | -44.0% |
| Q2 2021 | $1,507,000 | +1.1% | 3,070 | -2.0% | 0.30% | -6.0% |
| Q1 2021 | $1,491,000 | +10.4% | 3,132 | -2.6% | 0.32% | +0.9% |
| Q4 2020 | $1,351,000 | +17.7% | 3,217 | -5.0% | 0.32% | -0.3% |
| Q3 2020 | $1,148,000 | +5.2% | 3,388 | +0.8% | 0.32% | -3.4% |
| Q2 2020 | $1,091,000 | +30.2% | 3,362 | +5.5% | 0.33% | +13.9% |
| Q1 2020 | $838,000 | -30.7% | 3,186 | -1.1% | 0.29% | -0.3% |
| Q4 2019 | $1,209,000 | +4.9% | 3,220 | -1.6% | 0.29% | +1.8% |
| Q3 2019 | $1,153,000 | +150.7% | 3,271 | +152.0% | 0.28% | +142.7% |
| Q2 2019 | $460,000 | +2.7% | 1,298 | 0.0% | 0.12% | +4.5% |
| Q1 2019 | $448,000 | +14.0% | 1,298 | 0.0% | 0.11% | -1.8% |
| Q4 2018 | $393,000 | – | 1,298 | – | 0.11% | – |
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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% |