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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,633,129 | -4.3% | 4,921 | -0.5% | 0.48% | -3.2% |
| Q1 2024 | $2,751,954 | +8.5% | 4,946 | -1.1% | 0.49% | +4.4% |
| Q4 2023 | $2,537,407 | +10.4% | 5,001 | -0.6% | 0.47% | +4.4% |
| Q3 2023 | $2,297,356 | -3.4% | 5,031 | +1.3% | 0.45% | +2.0% |
| Q2 2023 | $2,379,225 | +4.5% | 4,968 | 0.0% | 0.44% | -4.3% |
| Q1 2023 | $2,277,381 | +3.6% | 4,968 | +0.1% | 0.46% | +2.7% |
| Q4 2022 | $2,197,567 | +9.8% | 4,963 | -0.4% | 0.45% | -3.4% |
| Q3 2022 | $2,001,000 | -2.5% | 4,983 | +0.4% | 0.47% | +5.9% |
| Q2 2022 | $2,052,000 | -17.0% | 4,963 | -1.6% | 0.44% | -21.7% |
| Q1 2022 | $2,473,000 | -5.8% | 5,043 | -0.6% | 0.56% | -3.8% |
| Q4 2021 | $2,626,000 | +7.6% | 5,073 | 0.0% | 0.58% | -6.1% |
| Q3 2021 | $2,440,000 | -2.0% | 5,073 | 0.0% | 0.62% | -2.4% |
| Q2 2021 | $2,491,000 | +3.1% | 5,073 | 0.0% | 0.64% | -4.6% |
| Q1 2021 | $2,415,000 | +13.2% | 5,073 | -0.2% | 0.67% | -4.0% |
| Q4 2020 | $2,134,000 | +25.7% | 5,083 | +1.4% | 0.70% | +6.1% |
| Q3 2020 | $1,698,000 | +4.4% | 5,011 | 0.0% | 0.66% | +1.2% |
| Q2 2020 | $1,626,000 | +20.8% | 5,011 | -2.1% | 0.65% | -0.6% |
| Q1 2020 | $1,346,000 | -37.5% | 5,121 | -10.8% | 0.65% | -7.0% |
| Q4 2019 | $2,155,000 | -0.0% | 5,741 | -6.2% | 0.70% | -2.1% |
| Q3 2019 | $2,156,000 | -3.1% | 6,118 | -2.4% | 0.72% | -4.3% |
| Q2 2019 | $2,224,000 | +3.1% | 6,271 | +0.4% | 0.75% | -1.2% |
| Q1 2019 | $2,157,000 | +24.4% | 6,246 | +9.0% | 0.76% | +4.0% |
| Q4 2018 | $1,734,000 | -23.4% | 5,728 | -7.0% | 0.73% | -17.8% |
| Q3 2018 | $2,263,000 | +3.5% | 6,158 | 0.0% | 0.89% | -1.1% |
| Q2 2018 | $2,186,000 | +3.4% | 6,158 | -0.5% | 0.90% | -3.0% |
| Q1 2018 | $2,115,000 | +2.0% | 6,188 | +3.1% | 0.92% | +9.6% |
| Q4 2017 | $2,073,000 | +5.0% | 6,003 | -0.8% | 0.84% | +4.3% |
| Q3 2017 | $1,975,000 | +10.0% | 6,053 | +7.1% | 0.81% | +4.1% |
| Q2 2017 | $1,796,000 | +0.9% | 5,653 | -0.8% | 0.78% | +0.4% |
| Q1 2017 | $1,780,000 | +4.5% | 5,697 | +0.9% | 0.77% | +23.2% |
| Q4 2016 | $1,704,000 | +6.9% | 5,647 | 0.0% | 0.63% | +1.9% |
| Q3 2016 | $1,594,000 | +5.9% | 5,647 | +2.2% | 0.62% | -0.2% |
| Q2 2016 | $1,505,000 | +4.9% | 5,527 | +1.2% | 0.62% | -5.8% |
| Q1 2016 | $1,435,000 | +3.5% | 5,461 | 0.0% | 0.66% | -2.1% |
| Q4 2015 | $1,387,000 | +2.7% | 5,461 | +0.6% | 0.67% | -4.7% |
| Q3 2015 | $1,350,000 | -8.9% | 5,426 | 0.0% | 0.70% | +0.1% |
| Q2 2015 | $1,482,000 | -9.5% | 5,426 | -8.2% | 0.70% | -9.7% |
| Q1 2015 | $1,638,000 | +5.0% | 5,909 | 0.0% | 0.78% | -1.8% |
| Q4 2014 | $1,560,000 | -4.8% | 5,909 | -10.0% | 0.79% | -11.3% |
| Q3 2014 | $1,638,000 | -4.3% | 6,569 | 0.0% | 0.89% | +0.3% |
| Q2 2014 | $1,712,000 | +12.8% | 6,569 | +8.4% | 0.89% | -1.0% |
| Q1 2014 | $1,518,000 | +3.2% | 6,059 | +0.6% | 0.90% | -7.2% |
| Q4 2013 | $1,471,000 | +7.8% | 6,025 | 0.0% | 0.97% | -1.6% |
| Q3 2013 | $1,364,000 | +20.5% | 6,025 | +11.8% | 0.98% | +19.3% |
| Q2 2013 | $1,132,000 | – | 5,390 | – | 0.82% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 41,798 | $23,256,423 | 15.03% |
| Divergent Planning, LLC | 60,058 | $33,175,099 | 14.02% |
| Conservest Capital Advisors, Inc. | 242,106 | $134,709,164 | 13.74% |
| Oldfather Financial Services, LLC | 51,901 | $28,877,810 | 11.89% |
| Granite Bay Wealth Management, LLC | 32,784 | $18,241 | 10.37% |
| WADDELL & ASSOCIATES, LLC | 134,867 | $75,039,822 | 10.14% |
| Tandem Wealth Advisors LLC | 32,383 | $17,844,165 | 9.81% |
| CUMBERLAND ADVISORS INC | 44,867 | $24,963,999 | 9.28% |
| Pachira Investments Inc. | 20,368 | $11,332,755 | 9.26% |
| ARVEST TRUST CO N A | 257,439 | $143,239,059 | 8.14% |