SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $552,991 | -4.7% | 1,211 | 0.0% | 0.18% | -1.6% |
| Q2 2023 | $579,960 | +3.2% | 1,211 | -1.2% | 0.19% | -1.1% |
| Q1 2023 | $562,011 | +0.7% | 1,226 | -2.8% | 0.19% | -3.1% |
| Q4 2022 | $558,358 | +10.3% | 1,261 | 0.0% | 0.19% | +7.2% |
| Q3 2022 | $506,000 | -2.9% | 1,261 | 0.0% | 0.18% | +4.6% |
| Q2 2022 | $521,000 | -16.1% | 1,261 | -0.4% | 0.17% | -3.4% |
| Q1 2022 | $621,000 | -6.8% | 1,266 | -1.6% | 0.18% | +2.3% |
| Q4 2021 | $666,000 | -44.7% | 1,286 | -48.6% | 0.18% | -52.2% |
| Q3 2021 | $1,204,000 | +101.7% | 2,504 | +105.9% | 0.37% | +104.5% |
| Q2 2021 | $597,000 | +3.1% | 1,216 | 0.0% | 0.18% | -1.1% |
| Q1 2021 | $579,000 | -45.5% | 1,216 | -52.0% | 0.18% | -47.8% |
| Q4 2020 | $1,063,000 | +157.4% | 2,533 | +107.5% | 0.35% | +136.1% |
| Q3 2020 | $413,000 | +4.3% | 1,221 | 0.0% | 0.15% | -5.2% |
| Q2 2020 | $396,000 | +23.8% | 1,221 | 0.0% | 0.16% | +13.1% |
| Q1 2020 | $320,000 | -30.1% | 1,221 | 0.0% | 0.14% | -21.7% |
| Q4 2019 | $458,000 | -2.3% | 1,221 | -10.2% | 0.18% | -40.5% |
| Q1 2019 | $469,000 | -2.5% | 1,359 | +0.2% | 0.29% | 0.0% |
| Q2 2018 | $481,000 | +0.8% | 1,356 | -2.9% | 0.29% | -0.3% |
| Q1 2018 | $477,000 | +25.5% | 1,397 | +11.0% | 0.30% | +11.3% |
| Q4 2016 | $380,000 | -6.4% | 1,258 | -14.1% | 0.26% | -5.4% |
| Q1 2015 | $406,000 | +4.1% | 1,465 | -0.7% | 0.28% | +7.7% |
| Q4 2014 | $390,000 | – | 1,476 | – | 0.26% | – |
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% |