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 | $4,711,920 | -4.4% | 10,319 | +0.2% | 1.27% | -6.7% |
| Q2 2023 | $4,930,192 | +4.9% | 10,295 | +0.4% | 1.36% | -2.0% |
| Q1 2023 | $4,700,245 | +102952.9% | 10,253 | -0.5% | 1.39% | -8.3% |
| Q4 2022 | $4,561 | -99.9% | 10,301 | +1.6% | 1.51% | -12.1% |
| Q3 2022 | $4,073,000 | -3.1% | 10,140 | -0.3% | 1.72% | -13.8% |
| Q2 2022 | $4,204,000 | -15.5% | 10,167 | +0.3% | 2.00% | +9.3% |
| Q1 2022 | $4,974,000 | -5.1% | 10,141 | +0.2% | 1.83% | -14.5% |
| Q4 2021 | $5,239,000 | +9.9% | 10,119 | +2.1% | 2.14% | +43.2% |
| Q3 2021 | $4,765,000 | – | 9,910 | – | 1.50% | – |
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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% |