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 | $1,380,879 | -6.6% | 3,024 | -2.0% | 0.04% | -2.3% |
| Q2 2023 | $1,478,395 | +2.7% | 3,087 | -1.7% | 0.04% | 0.0% |
| Q1 2023 | $1,438,949 | +88778.9% | 3,139 | -14.1% | 0.04% | -6.5% |
| Q4 2022 | $1,619 | -99.9% | 3,656 | -2.7% | 0.05% | 0.0% |
| Q3 2022 | $1,510,000 | -1.9% | 3,759 | +1.0% | 0.05% | -6.1% |
| Q2 2022 | $1,539,000 | -14.5% | 3,722 | +1.4% | 0.05% | -3.9% |
| Q1 2022 | $1,800,000 | -6.6% | 3,670 | -1.4% | 0.05% | -10.5% |
| Q4 2021 | $1,927,000 | +7.1% | 3,722 | -0.5% | 0.06% | +21.3% |
| Q3 2021 | $1,799,000 | -51.0% | 3,742 | -50.0% | 0.05% | -56.9% |
| Q2 2021 | $3,675,000 | +97.3% | 7,484 | +91.3% | 0.11% | +60.3% |
| Q1 2021 | $1,863,000 | -32.1% | 3,913 | -51.7% | 0.07% | -30.6% |
| Q3 2020 | $2,742,000 | +108.5% | 8,094 | +99.7% | 0.10% | +206.2% |
| Q2 2020 | $1,315,000 | – | 4,053 | – | 0.03% | – |
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% |