SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,235 | -7.3% | 1,067 | -2.7% | 0.05% | -2.1% |
| Q2 2023 | $525,364 | +4.7% | 1,097 | +0.2% | 0.05% | 0.0% |
| Q1 2023 | $501,959 | +101101.4% | 1,095 | -2.2% | 0.05% | -2.0% |
| Q4 2022 | $496 | -99.9% | 1,120 | -2.2% | 0.05% | -2.0% |
| Q3 2022 | $460,000 | -2.7% | 1,145 | 0.0% | 0.05% | +4.2% |
| Q2 2022 | $473,000 | -15.8% | 1,145 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $562,000 | -6.8% | 1,145 | -1.7% | 0.05% | -3.9% |
| Q4 2021 | $603,000 | +7.7% | 1,165 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $560,000 | -2.9% | 1,165 | -0.9% | 0.05% | -1.9% |
| Q2 2021 | $577,000 | +3.2% | 1,175 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $559,000 | +10.9% | 1,175 | -2.1% | 0.05% | +3.8% |
| Q4 2020 | $504,000 | +23.8% | 1,200 | 0.0% | 0.05% | +10.6% |
| Q3 2020 | $407,000 | +4.6% | 1,200 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $389,000 | +23.5% | 1,200 | 0.0% | 0.05% | +4.3% |
| Q1 2020 | $315,000 | -30.0% | 1,200 | 0.0% | 0.05% | -13.2% |
| Q4 2019 | $450,000 | -11.4% | 1,200 | -16.7% | 0.05% | -19.7% |
| Q3 2019 | $508,000 | -0.6% | 1,440 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $511,000 | +2.8% | 1,440 | 0.0% | 0.07% | -2.9% |
| Q1 2019 | $497,000 | +14.0% | 1,440 | 0.0% | 0.07% | +2.9% |
| Q4 2018 | $436,000 | -17.6% | 1,440 | 0.0% | 0.07% | -8.1% |
| Q3 2018 | $529,000 | +3.5% | 1,440 | 0.0% | 0.07% | -2.6% |
| Q2 2018 | $511,000 | +3.9% | 1,440 | 0.0% | 0.08% | +2.7% |
| Q1 2018 | $492,000 | -1.0% | 1,440 | 0.0% | 0.07% | +1.4% |
| Q4 2017 | $497,000 | +5.7% | 1,440 | 0.0% | 0.07% | +1.4% |
| Q3 2017 | $470,000 | -0.6% | 1,440 | -3.4% | 0.07% | -2.7% |
| Q2 2017 | $473,000 | +1.5% | 1,490 | 0.0% | 0.07% | 0.0% |
| Q1 2017 | $466,000 | +3.6% | 1,490 | 0.0% | 0.07% | -2.6% |
| Q4 2016 | $450,000 | +6.9% | 1,490 | 0.0% | 0.08% | +7.0% |
| Q3 2016 | $421,000 | +3.7% | 1,490 | 0.0% | 0.07% | +4.4% |
| Q2 2016 | $406,000 | +3.8% | 1,490 | 0.0% | 0.07% | +1.5% |
| Q1 2016 | $391,000 | +3.2% | 1,490 | 0.0% | 0.07% | -1.5% |
| Q4 2015 | $379,000 | +2.2% | 1,490 | 0.0% | 0.07% | -5.6% |
| Q3 2015 | $371,000 | -8.8% | 1,490 | 0.0% | 0.07% | 0.0% |
| Q2 2015 | $407,000 | -1.5% | 1,490 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $413,000 | +5.1% | 1,490 | 0.0% | 0.07% | +4.3% |
| Q4 2014 | $393,000 | +5.9% | 1,490 | 0.0% | 0.07% | +1.5% |
| Q3 2014 | $371,000 | +10.7% | 1,490 | +16.0% | 0.07% | +11.5% |
| Q2 2014 | $335,000 | +4.0% | 1,285 | 0.0% | 0.06% | 0.0% |
| Q1 2014 | $322,000 | +2.5% | 1,285 | 0.0% | 0.06% | +1.7% |
| Q4 2013 | $314,000 | +7.9% | 1,285 | 0.0% | 0.06% | 0.0% |
| Q3 2013 | $291,000 | +7.8% | 1,285 | 0.0% | 0.06% | +1.7% |
| Q2 2013 | $270,000 | – | 1,285 | – | 0.06% | – |
Download | ||||||
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% |