SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,046 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $614,264 | -3.3% | 1,147 | +0.4% | 0.29% | -5.3% |
| Q1 2024 | $635,290 | +11.7% | 1,142 | +1.9% | 0.30% | +5.6% |
| Q4 2023 | $568,974 | +11.1% | 1,121 | 0.0% | 0.29% | -2.4% |
| Q3 2023 | $511,903 | -4.6% | 1,121 | 0.0% | 0.29% | +1.4% |
| Q2 2023 | $536,717 | +1.8% | 1,121 | -2.5% | 0.29% | -8.8% |
| Q1 2023 | $527,369 | +2.7% | 1,150 | -0.9% | 0.32% | -2.2% |
| Q4 2022 | $513,669 | -15.8% | 1,160 | -23.6% | 0.32% | -27.5% |
| Q3 2022 | $610,000 | -3.5% | 1,518 | -0.7% | 0.45% | +0.4% |
| Q2 2022 | $632,000 | -15.6% | 1,528 | 0.0% | 0.45% | -1.8% |
| Q1 2022 | $749,000 | -5.3% | 1,528 | +0.1% | 0.45% | -4.4% |
| Q4 2021 | $791,000 | +7.8% | 1,527 | 0.0% | 0.48% | -0.4% |
| Q3 2021 | $734,000 | -2.1% | 1,527 | +0.1% | 0.48% | -1.9% |
| Q2 2021 | $750,000 | +2.7% | 1,526 | -0.5% | 0.49% | -0.8% |
| Q1 2021 | $730,000 | +13.4% | 1,534 | 0.0% | 0.49% | +1.2% |
| Q4 2020 | $644,000 | +25.3% | 1,534 | +1.2% | 0.48% | +5.4% |
| Q3 2020 | $514,000 | +4.7% | 1,516 | +0.1% | 0.46% | -10.7% |
| Q2 2020 | $491,000 | +23.4% | 1,515 | 0.0% | 0.51% | -3.6% |
| Q1 2020 | $398,000 | -29.7% | 1,515 | +0.3% | 0.53% | +12.2% |
| Q4 2019 | $566,000 | – | 1,510 | – | 0.48% | – |
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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% |