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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $332,364 | +4.5% | 694 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $318,137 | +2.2% | 694 | -1.3% | 0.01% | 0.0% |
| Q4 2022 | $311,281 | -65.7% | 703 | -68.9% | 0.01% | -67.5% |
| Q3 2022 | $908,000 | -22.7% | 2,261 | -20.4% | 0.04% | -16.7% |
| Q2 2022 | $1,174,000 | +53.7% | 2,840 | +82.3% | 0.05% | +50.0% |
| Q1 2022 | $764,000 | -5.9% | 1,558 | -0.6% | 0.03% | +10.3% |
| Q4 2021 | $812,000 | +7.7% | 1,568 | 0.0% | 0.03% | +7.4% |
| Q3 2021 | $754,000 | -2.1% | 1,568 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $770,000 | +3.2% | 1,568 | 0.0% | 0.03% | +8.3% |
| Q1 2021 | $746,000 | +13.4% | 1,568 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $658,000 | +23.9% | 1,568 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $531,000 | +4.3% | 1,568 | 0.0% | 0.02% | +25.0% |
| Q2 2020 | $509,000 | – | 1,568 | – | 0.02% | – |
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% |