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 | $17,591 | -2.7% | 32,876 | +1.2% | 1.42% | -7.0% |
| Q1 2024 | $18,078 | +10.8% | 32,491 | +1.0% | 1.53% | -2.0% |
| Q4 2023 | $16,320 | +7.1% | 32,166 | -3.6% | 1.56% | -5.9% |
| Q3 2023 | $15,239 | -5.8% | 33,373 | -1.2% | 1.65% | -3.0% |
| Q2 2023 | $16,183 | +1.7% | 33,790 | -2.7% | 1.71% | -8.8% |
| Q1 2023 | $15,916 | +2.5% | 34,721 | -1.0% | 1.87% | -0.1% |
| Q4 2022 | $15,535 | -99.9% | 35,084 | -0.6% | 1.87% | +0.8% |
| Q3 2022 | $14,177,000 | -3.4% | 35,295 | -0.5% | 1.86% | +4.5% |
| Q2 2022 | $14,669,000 | -17.3% | 35,477 | -1.9% | 1.78% | +1.1% |
| Q1 2022 | $17,729,000 | -6.7% | 36,149 | -1.5% | 1.76% | -2.9% |
| Q4 2021 | $18,996,000 | +7.3% | 36,695 | -0.3% | 1.81% | -1.9% |
| Q3 2021 | $17,701,000 | -2.4% | 36,810 | -0.4% | 1.85% | -3.0% |
| Q2 2021 | $18,142,000 | -1.5% | 36,948 | -4.5% | 1.90% | -9.5% |
| Q1 2021 | $18,412,000 | +9.8% | 38,677 | -3.2% | 2.10% | +3.6% |
| Q4 2020 | $16,772,000 | +23522.5% | 39,941 | +14693.0% | 2.03% | +14400.0% |
| Q1 2020 | $71,000 | – | 270 | – | 0.01% | – |
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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% |