SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,477 | -17.9% | 358 | -13.9% | 0.02% | -17.4% |
| Q2 2023 | $199,227 | +4.5% | 416 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $190,699 | +94305.4% | 416 | -9.0% | 0.02% | -4.2% |
| Q4 2022 | $202 | -99.9% | 457 | 0.0% | 0.02% | +14.3% |
| Q3 2022 | $184,000 | -2.6% | 457 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $189,000 | -15.6% | 457 | 0.0% | 0.02% | -16.7% |
| Q1 2022 | $224,000 | -5.5% | 457 | 0.0% | 0.02% | +4.3% |
| Q4 2021 | $237,000 | +7.7% | 457 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $220,000 | -1.8% | 457 | 0.0% | 0.02% | -8.0% |
| Q2 2021 | $224,000 | +2.8% | 457 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $218,000 | -33.9% | 457 | -63.4% | 0.03% | -68.7% |
| Q4 2014 | $330,000 | +5.8% | 1,250 | 0.0% | 0.08% | -1.2% |
| Q3 2014 | $312,000 | -14.0% | 1,250 | -13.8% | 0.08% | -22.2% |
| Q1 2014 | $363,000 | +2.5% | 1,450 | 0.0% | 0.11% | +10.2% |
| Q4 2013 | $354,000 | – | 1,450 | – | 0.10% | – |
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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% |