SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,477,252 | -9.2% | 5,575 | -2.2% | 0.03% | -3.4% |
| Q2 2023 | $2,728,830 | +2.6% | 5,698 | -1.8% | 0.03% | -3.3% |
| Q1 2023 | $2,660,152 | +49.1% | 5,803 | +44.0% | 0.03% | +36.4% |
| Q4 2022 | $1,784,444 | +10.2% | 4,030 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $1,619,000 | -2.8% | 4,030 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $1,666,000 | -8.4% | 4,030 | +8.7% | 0.02% | +5.3% |
| Q1 2022 | $1,819,000 | -9.3% | 3,708 | -4.3% | 0.02% | +5.6% |
| Q4 2021 | $2,006,000 | +7.7% | 3,875 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,863,000 | -2.7% | 3,875 | -0.6% | 0.02% | -5.3% |
| Q2 2021 | $1,915,000 | +18.4% | 3,900 | +14.7% | 0.02% | +5.6% |
| Q1 2021 | $1,618,000 | -1.4% | 3,399 | -13.0% | 0.02% | 0.0% |
| Q4 2020 | $1,641,000 | +49.2% | 3,909 | +20.5% | 0.02% | +28.6% |
| Q3 2020 | $1,100,000 | +41.8% | 3,245 | +35.8% | 0.01% | +27.3% |
| Q2 2020 | $776,000 | +23.6% | 2,390 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $628,000 | -27.0% | 2,390 | +4.4% | 0.01% | -8.3% |
| Q4 2019 | $860,000 | +6.6% | 2,290 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $807,000 | -0.6% | 2,290 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $812,000 | +2.7% | 2,290 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $791,000 | +4.4% | 2,290 | -8.6% | 0.01% | -14.3% |
| Q4 2018 | $758,000 | -17.6% | 2,505 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $920,000 | -3.9% | 2,505 | -7.1% | 0.02% | -11.8% |
| Q2 2018 | $957,000 | -11.1% | 2,695 | -14.5% | 0.02% | -15.0% |
| Q1 2018 | $1,077,000 | +5.3% | 3,151 | +6.4% | 0.02% | +5.3% |
| Q4 2017 | $1,023,000 | -1.9% | 2,961 | -7.4% | 0.02% | -5.0% |
| Q3 2017 | $1,043,000 | +18.8% | 3,196 | +16.6% | 0.02% | +17.6% |
| Q2 2017 | $878,000 | +2.6% | 2,740 | 0.0% | 0.02% | -5.6% |
| Q1 2017 | $856,000 | +65.6% | 2,740 | +59.8% | 0.02% | +50.0% |
| Q4 2016 | $517,000 | +6.8% | 1,715 | 0.0% | 0.01% | +9.1% |
| Q3 2016 | $484,000 | -5.7% | 1,715 | -9.0% | 0.01% | -8.3% |
| Q2 2016 | $513,000 | +36.4% | 1,885 | +31.8% | 0.01% | +33.3% |
| Q1 2016 | $376,000 | +3.6% | 1,430 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $363,000 | +9.7% | 1,430 | +18.2% | 0.01% | +12.5% |
| Q3 2015 | $331,000 | 0.0% | 1,210 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $331,000 | -1.2% | 1,210 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $335,000 | -47.5% | 1,210 | -50.0% | 0.01% | 0.0% |
| Q4 2014 | $638,000 | +111.3% | 2,420 | +100.0% | 0.01% | 0.0% |
| Q3 2014 | $302,000 | -4.1% | 1,210 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $315,000 | +4.0% | 1,210 | 0.0% | 0.01% | +12.5% |
| Q1 2014 | $303,000 | +2.7% | 1,210 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $295,000 | – | 1,210 | – | 0.01% | – |
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% |