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 2023 | $5,911,098 | -6.1% | 12,945 | -1.6% | 0.42% | -22.0% |
| Q2 2023 | $6,297,026 | +0.2% | 13,149 | -4.1% | 0.53% | -2.4% |
| Q1 2023 | $6,284,147 | +2.5% | 13,709 | -1.0% | 0.55% | +4.0% |
| Q4 2022 | $6,131,072 | +7.8% | 13,846 | -2.2% | 0.52% | -7.6% |
| Q3 2022 | $5,686,000 | -10.5% | 14,156 | -7.9% | 0.57% | -7.3% |
| Q2 2022 | $6,355,000 | -15.9% | 15,369 | -0.2% | 0.61% | -6.1% |
| Q1 2022 | $7,555,000 | -6.8% | 15,404 | -1.6% | 0.65% | -1.1% |
| Q4 2021 | $8,104,000 | +6.7% | 15,654 | -0.9% | 0.66% | -0.9% |
| Q3 2021 | $7,594,000 | -3.7% | 15,792 | -1.7% | 0.67% | +1.7% |
| Q2 2021 | $7,889,000 | -0.2% | 16,066 | -3.2% | 0.66% | -5.9% |
| Q1 2021 | $7,902,000 | +9.9% | 16,599 | -3.0% | 0.70% | +5.1% |
| Q4 2020 | $7,189,000 | +25.0% | 17,121 | +0.8% | 0.66% | +24.4% |
| Q3 2020 | $5,752,000 | +3.2% | 16,977 | -1.2% | 0.53% | -0.9% |
| Q2 2020 | $5,573,000 | +24.5% | 17,175 | +0.8% | 0.54% | +5.1% |
| Q1 2020 | $4,478,000 | -32.9% | 17,035 | -4.2% | 0.51% | -10.7% |
| Q4 2019 | $6,675,000 | +2.0% | 17,782 | -4.2% | 0.57% | -4.5% |
| Q3 2019 | $6,545,000 | -0.4% | 18,569 | +0.2% | 0.60% | -1.0% |
| Q2 2019 | $6,572,000 | +3.6% | 18,534 | +0.9% | 0.60% | +0.7% |
| Q1 2019 | $6,343,000 | +14.9% | 18,365 | +0.7% | 0.60% | -15.0% |
| Q4 2018 | $5,520,000 | -26.4% | 18,237 | -10.6% | 0.71% | -15.4% |
| Q3 2018 | $7,498,000 | +2.3% | 20,404 | -1.2% | 0.84% | -2.1% |
| Q2 2018 | $7,331,000 | +9.9% | 20,649 | +5.8% | 0.85% | +6.9% |
| Q1 2018 | $6,670,000 | +2.7% | 19,519 | +3.8% | 0.80% | +9.5% |
| Q4 2017 | $6,495,000 | +8.6% | 18,803 | +2.6% | 0.73% | +3.5% |
| Q3 2017 | $5,978,000 | +1.4% | 18,318 | -1.3% | 0.70% | -2.5% |
| Q2 2017 | $5,894,000 | +2.1% | 18,556 | +0.4% | 0.72% | +0.4% |
| Q1 2017 | $5,774,000 | +3.2% | 18,480 | -0.3% | 0.72% | -0.8% |
| Q4 2016 | $5,593,000 | +6.0% | 18,537 | -0.8% | 0.73% | +2.0% |
| Q3 2016 | $5,276,000 | +8.2% | 18,690 | +4.3% | 0.71% | +6.0% |
| Q2 2016 | $4,878,000 | +6.1% | 17,919 | +2.4% | 0.67% | +2.4% |
| Q1 2016 | $4,597,000 | +2.2% | 17,496 | -1.2% | 0.66% | 0.0% |
| Q4 2015 | $4,498,000 | +3.5% | 17,704 | +1.4% | 0.66% | -4.8% |
| Q3 2015 | $4,345,000 | -13.9% | 17,457 | -5.5% | 0.69% | -9.7% |
| Q2 2015 | $5,045,000 | -1.2% | 18,465 | +0.3% | 0.76% | -1.0% |
| Q1 2015 | $5,105,000 | +2.9% | 18,413 | -2.1% | 0.77% | +2.8% |
| Q4 2014 | $4,963,000 | +8.3% | 18,803 | +2.3% | 0.75% | -1.4% |
| Q3 2014 | $4,583,000 | -1.2% | 18,381 | +3.3% | 0.76% | -1.2% |
| Q2 2014 | $4,637,000 | +8.8% | 17,797 | +4.6% | 0.77% | +1.3% |
| Q1 2014 | $4,263,000 | +5.3% | 17,012 | +2.7% | 0.76% | +3.7% |
| Q4 2013 | $4,047,000 | +5.7% | 16,571 | -2.1% | 0.73% | -6.3% |
| Q3 2013 | $3,830,000 | -41.6% | 16,923 | -45.8% | 0.78% | +11.9% |
| Q2 2013 | $6,563,000 | +116.2% | 31,238 | +115.8% | 0.70% | +6.2% |
| Q1 2013 | $3,035,000 | – | 14,473 | – | 0.66% | – |
Download | ||||||
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% |