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 | $3,003,321 | -5.1% | 6,577 | -0.5% | 1.68% | -2.9% |
| Q2 2023 | $3,165,595 | -2.5% | 6,610 | -6.7% | 1.73% | -14.2% |
| Q1 2023 | $3,247,376 | +102244.0% | 7,084 | -1.1% | 2.02% | +0.6% |
| Q4 2022 | $3,173 | -99.9% | 7,166 | -4.1% | 2.00% | -4.3% |
| Q3 2022 | $3,003,000 | -23.1% | 7,476 | -20.9% | 2.09% | -12.2% |
| Q2 2022 | $3,906,000 | +4.2% | 9,446 | +23.5% | 2.38% | +6.9% |
| Q1 2022 | $3,750,000 | -6.6% | 7,647 | -1.4% | 2.23% | -3.9% |
| Q4 2021 | $4,016,000 | +7.7% | 7,757 | 0.0% | 2.32% | -2.7% |
| Q3 2021 | $3,730,000 | -3.1% | 7,757 | -1.1% | 2.38% | -4.5% |
| Q2 2021 | $3,850,000 | -0.4% | 7,840 | -3.5% | 2.50% | -6.9% |
| Q1 2021 | $3,867,000 | +8.9% | 8,123 | -4.0% | 2.68% | -1.0% |
| Q4 2020 | $3,552,000 | +23.0% | 8,459 | -0.7% | 2.71% | +0.4% |
| Q3 2020 | $2,887,000 | -5.8% | 8,520 | -9.8% | 2.70% | -11.6% |
| Q2 2020 | $3,064,000 | -1.6% | 9,442 | -20.3% | 3.05% | -13.9% |
| Q1 2020 | $3,114,000 | -24.0% | 11,844 | +8.5% | 3.54% | +1.5% |
| Q4 2019 | $4,099,000 | – | 10,920 | – | 3.49% | – |
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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% |