SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,141 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $200,304 | -9.2% | 360 | -17.2% | 0.02% | -14.3% |
| Q4 2023 | $220,710 | +9.8% | 435 | -1.1% | 0.02% | +10.5% |
| Q3 2023 | $200,922 | -4.6% | 440 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $210,720 | -23.4% | 440 | -26.7% | 0.02% | -28.6% |
| Q1 2023 | $275,046 | +3.5% | 600 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $265,674 | +10.2% | 600 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $241,000 | -6.6% | 600 | -4.0% | 0.03% | 0.0% |
| Q2 2022 | $258,000 | -22.8% | 625 | -8.1% | 0.03% | -6.9% |
| Q1 2022 | $334,000 | -2.3% | 680 | +3.0% | 0.03% | +7.4% |
| Q4 2021 | $342,000 | +27.1% | 660 | +17.9% | 0.03% | +17.4% |
| Q3 2021 | $269,000 | -0.4% | 560 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $270,000 | -2.9% | 550 | -1.8% | 0.02% | -4.2% |
| Q1 2021 | $278,000 | +16.3% | 560 | -1.8% | 0.02% | +4.3% |
| Q4 2020 | $239,000 | – | 570 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |