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 | $2,052,597 | -4.7% | 4,495 | 0.0% | 1.52% | -2.2% |
| Q2 2023 | $2,152,700 | +4.5% | 4,495 | 0.0% | 1.56% | -1.8% |
| Q1 2023 | $2,060,553 | +3.5% | 4,495 | 0.0% | 1.59% | -9.8% |
| Q4 2022 | $1,990,341 | +10.0% | 4,495 | -0.2% | 1.76% | +1.2% |
| Q3 2022 | $1,809,000 | -2.9% | 4,505 | 0.0% | 1.74% | +4.6% |
| Q2 2022 | $1,863,000 | -15.9% | 4,505 | -0.2% | 1.66% | +0.9% |
| Q1 2022 | $2,214,000 | -5.7% | 4,515 | -0.5% | 1.65% | +2.0% |
| Q4 2021 | $2,349,000 | +7.7% | 4,538 | 0.0% | 1.61% | -3.1% |
| Q3 2021 | $2,182,000 | -2.1% | 4,538 | 0.0% | 1.66% | -4.1% |
| Q2 2021 | $2,228,000 | +3.1% | 4,538 | 0.0% | 1.74% | -4.3% |
| Q1 2021 | $2,160,000 | +13.4% | 4,538 | 0.0% | 1.81% | +10.9% |
| Q4 2020 | $1,905,000 | +23.9% | 4,538 | 0.0% | 1.64% | +17.1% |
| Q3 2020 | $1,537,000 | +4.4% | 4,538 | 0.0% | 1.40% | -2.3% |
| Q2 2020 | $1,472,000 | – | 4,538 | – | 1.43% | – |
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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% |