SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,141 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,395,489 | -18.1% | 2,608 | -14.9% | 0.04% | -18.2% |
| Q1 2024 | $1,704,810 | +12.6% | 3,064 | +2.6% | 0.06% | -5.2% |
| Q4 2023 | $1,514,529 | +9.9% | 2,985 | -1.1% | 0.06% | 0.0% |
| Q3 2023 | $1,378,596 | -3.6% | 3,019 | +1.1% | 0.06% | +1.8% |
| Q2 2023 | $1,429,546 | +3.7% | 2,985 | -0.8% | 0.06% | +1.8% |
| Q1 2023 | $1,378,897 | +2.0% | 3,008 | -1.4% | 0.06% | +3.7% |
| Q4 2022 | $1,351,395 | -16.0% | 3,052 | -23.8% | 0.05% | -25.0% |
| Q3 2022 | $1,608,000 | -2.1% | 4,003 | +0.8% | 0.07% | +2.9% |
| Q2 2022 | $1,642,000 | -15.7% | 3,970 | 0.0% | 0.07% | -9.1% |
| Q1 2022 | $1,947,000 | -50.5% | 3,970 | -47.7% | 0.08% | -52.5% |
| Q4 2021 | $3,933,000 | +1017.3% | 7,597 | +939.3% | 0.16% | +912.5% |
| Q3 2021 | $352,000 | -1.9% | 731 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $359,000 | +2.9% | 731 | -0.3% | 0.02% | -5.6% |
| Q1 2021 | $349,000 | -4.9% | 733 | -26.6% | 0.02% | -37.9% |
| Q3 2018 | $367,000 | +439.7% | 998 | +404.0% | 0.03% | +383.3% |
| Q1 2018 | $68,000 | -88.5% | 198 | -88.4% | 0.01% | -88.9% |
| Q4 2017 | $590,000 | +5.2% | 1,708 | -0.7% | 0.05% | +22.7% |
| Q3 2017 | $561,000 | +17.4% | 1,720 | +14.4% | 0.04% | +10.0% |
| Q2 2017 | $478,000 | +1.1% | 1,504 | -0.6% | 0.04% | -4.8% |
| Q1 2017 | $473,000 | -1.5% | 1,513 | -4.9% | 0.04% | -17.6% |
| Q4 2016 | $480,000 | – | 1,591 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |