SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,117 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $606,781 | +9.9% | 1,134 | +14.3% | 0.03% | -64.5% |
| Q1 2024 | $551,949 | +7.5% | 992 | -2.0% | 0.08% | -39.2% |
| Q4 2023 | $513,469 | +11.1% | 1,012 | 0.0% | 0.12% | -42.1% |
| Q3 2023 | $462,120 | -16.0% | 1,012 | -11.9% | 0.22% | -12.2% |
| Q2 2023 | $550,268 | +4.5% | 1,149 | 0.0% | 0.25% | -2.8% |
| Q1 2023 | $526,713 | +3.5% | 1,149 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $508,766 | +77.9% | 1,149 | +61.4% | 0.25% | +53.3% |
| Q3 2022 | $286,000 | -2.7% | 712 | 0.0% | 0.16% | -2.9% |
| Q2 2022 | $294,000 | -15.8% | 712 | 0.0% | 0.17% | -13.3% |
| Q1 2022 | $349,000 | -5.4% | 712 | 0.0% | 0.20% | -11.7% |
| Q4 2021 | $369,000 | +33.2% | 712 | +23.8% | 0.22% | +26.1% |
| Q3 2021 | $277,000 | -1.8% | 575 | 0.0% | 0.18% | -3.8% |
| Q2 2021 | $282,000 | +2.9% | 575 | 0.0% | 0.18% | -8.0% |
| Q1 2021 | $274,000 | +13.7% | 575 | 0.0% | 0.20% | -1.5% |
| Q4 2020 | $241,000 | +11.6% | 575 | 0.0% | 0.20% | -21.4% |
| Q4 2019 | $216,000 | +6.4% | 575 | 0.0% | 0.26% | -2.3% |
| Q3 2019 | $203,000 | -0.5% | 575 | 0.0% | 0.26% | -6.7% |
| Q2 2019 | $204,000 | – | 575 | – | 0.28% | – |
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% |