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 | $687,243 | -4.7% | 1,505 | 0.0% | 0.08% | -9.1% |
| Q2 2023 | $720,759 | +206.5% | 1,505 | +193.4% | 0.09% | +183.9% |
| Q1 2023 | $235,164 | +3.5% | 513 | 0.0% | 0.03% | +6.9% |
| Q4 2022 | $227,150 | +7.1% | 513 | -2.8% | 0.03% | 0.0% |
| Q3 2022 | $212,000 | -4.1% | 528 | -1.3% | 0.03% | 0.0% |
| Q2 2022 | $221,000 | -28.0% | 535 | -14.5% | 0.03% | -17.1% |
| Q1 2022 | $307,000 | -10.5% | 626 | -5.7% | 0.04% | -2.8% |
| Q4 2021 | $343,000 | +7.5% | 664 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $319,000 | -2.4% | 664 | 0.0% | 0.04% | -5.4% |
| Q2 2021 | $327,000 | +4.5% | 664 | +1.1% | 0.04% | -7.5% |
| Q1 2021 | $313,000 | -21.2% | 657 | -30.5% | 0.04% | -28.6% |
| Q4 2020 | $397,000 | – | 946 | – | 0.06% | – |
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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% |