SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 845 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2019. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,659,056 | -15.6% | 8,013 | -11.5% | 0.52% | -12.1% |
| Q2 2023 | $4,334,136 | -0.1% | 9,050 | -4.4% | 0.59% | -3.3% |
| Q1 2023 | $4,340,226 | -1.0% | 9,468 | -4.4% | 0.61% | -8.4% |
| Q4 2022 | $4,384,949 | +8.0% | 9,903 | -2.0% | 0.66% | +1.8% |
| Q3 2022 | $4,060,000 | -6.6% | 10,109 | -3.9% | 0.65% | -3.8% |
| Q2 2022 | $4,348,000 | -19.6% | 10,516 | -4.7% | 0.68% | -6.9% |
| Q1 2022 | $5,410,000 | +144.5% | 11,030 | +158.1% | 0.73% | +110.1% |
| Q4 2021 | $2,213,000 | +3.8% | 4,274 | -3.6% | 0.35% | -5.5% |
| Q3 2021 | $2,132,000 | -5.7% | 4,434 | -3.7% | 0.37% | -6.9% |
| Q2 2021 | $2,260,000 | +0.1% | 4,602 | -3.0% | 0.39% | -2.5% |
| Q1 2021 | $2,257,000 | -3.0% | 4,742 | -14.4% | 0.40% | -9.0% |
| Q4 2020 | $2,326,000 | +24.1% | 5,538 | +0.1% | 0.44% | +9.7% |
| Q3 2020 | $1,874,000 | -2.5% | 5,530 | -6.7% | 0.40% | -9.6% |
| Q2 2020 | $1,923,000 | +18.3% | 5,927 | -4.1% | 0.45% | -0.7% |
| Q1 2020 | $1,625,000 | -41.5% | 6,183 | -16.4% | 0.45% | -24.1% |
| Q4 2019 | $2,778,000 | +2.4% | 7,400 | -3.9% | 0.59% | -5.7% |
| Q3 2019 | $2,714,000 | -2.3% | 7,700 | -1.7% | 0.63% | -2.3% |
| Q2 2019 | $2,778,000 | – | 7,835 | – | 0.64% | – |
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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% |