SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,691 | -6.2% | 1,979 | -1.6% | 0.04% | -2.6% |
| Q2 2023 | $963,567 | +4.5% | 2,012 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $922,321 | -0.3% | 2,012 | -3.7% | 0.04% | -2.5% |
| Q4 2022 | $924,988 | +10.2% | 2,089 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $839,000 | -2.9% | 2,089 | 0.0% | 0.04% | +5.4% |
| Q2 2022 | $864,000 | -15.7% | 2,089 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $1,025,000 | -5.7% | 2,089 | -0.5% | 0.04% | 0.0% |
| Q4 2021 | $1,087,000 | -6.7% | 2,099 | -6.3% | 0.04% | -11.6% |
| Q3 2021 | $1,165,000 | +14.1% | 2,241 | +7.2% | 0.04% | +10.3% |
| Q2 2021 | $1,021,000 | +2.6% | 2,091 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $995,000 | +5.7% | 2,091 | -6.7% | 0.04% | 0.0% |
| Q4 2020 | $941,000 | +11.5% | 2,241 | -10.0% | 0.04% | +2.5% |
| Q3 2020 | $844,000 | +5.1% | 2,491 | +0.6% | 0.04% | -2.4% |
| Q2 2020 | $803,000 | +23.3% | 2,476 | 0.0% | 0.04% | +2.5% |
| Q1 2020 | $651,000 | -29.9% | 2,476 | 0.0% | 0.04% | -11.1% |
| Q4 2019 | $929,000 | +6.4% | 2,476 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $873,000 | -1.0% | 2,476 | -0.4% | 0.04% | -2.2% |
| Q2 2019 | $882,000 | +23.7% | 2,487 | +20.6% | 0.05% | +21.1% |
| Q1 2019 | $713,000 | +14.3% | 2,063 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $624,000 | -18.1% | 2,063 | -0.5% | 0.04% | -5.0% |
| Q3 2018 | $762,000 | +3.5% | 2,073 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $736,000 | +4.0% | 2,073 | 0.0% | 0.04% | +2.5% |
| Q1 2018 | $708,000 | -1.1% | 2,073 | 0.0% | 0.04% | +2.6% |
| Q4 2017 | $716,000 | -14.5% | 2,073 | -19.2% | 0.04% | -23.5% |
| Q3 2017 | $837,000 | +2.7% | 2,565 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $815,000 | +0.1% | 2,565 | -1.5% | 0.05% | -1.9% |
| Q1 2017 | $814,000 | +1.0% | 2,605 | -2.4% | 0.05% | -3.7% |
| Q4 2016 | $806,000 | +6.9% | 2,670 | 0.0% | 0.05% | +5.9% |
| Q3 2016 | $754,000 | +5.3% | 2,670 | +1.5% | 0.05% | +2.0% |
| Q2 2016 | $716,000 | +3.6% | 2,630 | 0.0% | 0.05% | +6.4% |
| Q1 2016 | $691,000 | +3.4% | 2,630 | 0.0% | 0.05% | +2.2% |
| Q4 2015 | $668,000 | +2.0% | 2,630 | 0.0% | 0.05% | -2.1% |
| Q3 2015 | $655,000 | -8.9% | 2,630 | 0.0% | 0.05% | -2.1% |
| Q2 2015 | $719,000 | -1.4% | 2,630 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $729,000 | +5.0% | 2,630 | 0.0% | 0.05% | +4.3% |
| Q4 2014 | $694,000 | +5.8% | 2,630 | 0.0% | 0.05% | +2.2% |
| Q3 2014 | $656,000 | -4.2% | 2,630 | 0.0% | 0.04% | -2.2% |
| Q2 2014 | $685,000 | +3.9% | 2,630 | 0.0% | 0.05% | 0.0% |
| Q1 2014 | $659,000 | +2.6% | 2,630 | 0.0% | 0.05% | 0.0% |
| Q4 2013 | $642,000 | +7.9% | 2,630 | 0.0% | 0.05% | -2.1% |
| Q3 2013 | $595,000 | -46.2% | 2,630 | -50.0% | 0.05% | 0.0% |
| Q2 2013 | $1,105,000 | – | 5,260 | – | 0.05% | – |
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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% |