SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,125,000 | +4.2% | 6,499 | +6.4% | 0.07% | 0.0% |
| Q2 2021 | $2,999,000 | +27.6% | 6,107 | +23.7% | 0.07% | +14.8% |
| Q1 2021 | $2,351,000 | +20.1% | 4,938 | +5.9% | 0.06% | +8.9% |
| Q4 2020 | $1,958,000 | +22.9% | 4,662 | -0.8% | 0.06% | +1.8% |
| Q3 2020 | $1,593,000 | +4.3% | 4,700 | -0.1% | 0.06% | -9.8% |
| Q2 2020 | $1,527,000 | -5.0% | 4,707 | -23.1% | 0.06% | -33.0% |
| Q1 2020 | $1,608,000 | -28.5% | 6,117 | +2.1% | 0.09% | -13.3% |
| Q4 2019 | $2,250,000 | +9.3% | 5,993 | +2.7% | 0.10% | -0.9% |
| Q3 2019 | $2,058,000 | +8.9% | 5,838 | +9.5% | 0.11% | +6.0% |
| Q2 2019 | $1,890,000 | +74.5% | 5,331 | +70.0% | 0.10% | +78.6% |
| Q1 2019 | $1,083,000 | +60.4% | 3,136 | +40.6% | 0.06% | +40.0% |
| Q4 2018 | $675,000 | -71.5% | 2,231 | -65.4% | 0.04% | -72.0% |
| Q3 2018 | $2,372,000 | +111.8% | 6,455 | +104.6% | 0.14% | +76.5% |
| Q2 2018 | $1,120,000 | +25.3% | 3,155 | +20.6% | 0.08% | +30.6% |
| Q1 2018 | $894,000 | +9.0% | 2,616 | +10.2% | 0.06% | +10.7% |
| Q4 2017 | $820,000 | +230.6% | 2,374 | +212.8% | 0.06% | +180.0% |
| Q3 2017 | $248,000 | +2.9% | 759 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $241,000 | – | 759 | – | 0.02% | – |
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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% |