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 | $560,297 | -23.6% | 1,227 | -19.9% | 0.08% | -18.4% |
| Q2 2023 | $733,690 | +30.2% | 1,532 | +24.7% | 0.10% | +24.1% |
| Q1 2023 | $563,386 | +172.5% | 1,229 | +163.2% | 0.08% | +107.9% |
| Q4 2022 | $206,783 | -59.5% | 467 | -62.2% | 0.04% | -55.3% |
| Q2 2022 | $510,000 | -44.6% | 1,234 | -34.2% | 0.08% | -22.0% |
| Q1 2022 | $920,000 | -1.2% | 1,876 | +4.3% | 0.11% | +9.0% |
| Q4 2021 | $931,000 | +36.3% | 1,799 | +26.7% | 0.10% | +35.1% |
| Q3 2021 | $683,000 | +43.8% | 1,420 | +46.7% | 0.07% | +45.1% |
| Q2 2021 | $475,000 | +5.6% | 968 | +2.3% | 0.05% | 0.0% |
| Q1 2021 | $450,000 | +14.2% | 946 | +0.9% | 0.05% | +10.9% |
| Q4 2020 | $394,000 | +15.5% | 938 | -6.7% | 0.05% | -2.1% |
| Q3 2020 | $341,000 | -64.8% | 1,005 | -66.3% | 0.05% | -67.6% |
| Q2 2020 | $969,000 | -24.4% | 2,985 | -38.7% | 0.14% | -40.1% |
| Q1 2020 | $1,281,000 | -36.5% | 4,873 | -9.3% | 0.24% | -6.2% |
| Q4 2019 | $2,017,000 | +1.7% | 5,374 | -4.5% | 0.26% | -6.9% |
| Q3 2019 | $1,983,000 | +124.6% | 5,627 | +126.0% | 0.28% | +136.8% |
| Q2 2019 | $883,000 | +3.2% | 2,490 | +0.5% | 0.12% | +1.7% |
| Q1 2019 | $856,000 | +23.3% | 2,478 | +8.1% | 0.12% | -11.5% |
| Q4 2018 | $694,000 | +44.6% | 2,293 | +75.6% | 0.13% | +109.7% |
| Q3 2018 | $480,000 | -96.8% | 1,306 | -97.6% | 0.06% | -98.2% |
| Q2 2016 | $14,897,000 | – | 54,723 | – | 3.38% | – |
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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% |