SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,994,186 | -5.3% | 41,596 | -0.7% | 0.58% | -4.1% |
| Q2 2023 | $20,060,390 | +1.4% | 41,888 | -2.9% | 0.61% | -4.7% |
| Q1 2023 | $19,776,614 | +0.1% | 43,142 | -3.3% | 0.64% | -5.6% |
| Q4 2022 | $19,761,243 | +16.3% | 44,629 | +5.5% | 0.68% | -14.5% |
| Q3 2022 | $16,988,000 | -7.8% | 42,296 | -5.1% | 0.79% | -8.4% |
| Q2 2022 | $18,423,000 | +35.5% | 44,556 | +60.7% | 0.87% | +49.3% |
| Q1 2022 | $13,600,000 | -13.4% | 27,729 | -8.6% | 0.58% | -5.4% |
| Q4 2021 | $15,705,000 | +10.3% | 30,337 | +2.5% | 0.61% | -10.6% |
| Q3 2021 | $14,237,000 | -7.2% | 29,606 | -5.2% | 0.69% | -15.6% |
| Q2 2021 | $15,335,000 | -4.3% | 31,231 | -7.2% | 0.81% | -10.8% |
| Q1 2021 | $16,023,000 | +11.6% | 33,657 | -1.5% | 0.91% | +3.6% |
| Q4 2020 | $14,352,000 | +22.1% | 34,178 | -1.4% | 0.88% | +7.2% |
| Q3 2020 | $11,750,000 | +1.9% | 34,677 | -2.4% | 0.82% | -13.7% |
| Q2 2020 | $11,530,000 | +6.3% | 35,533 | -13.9% | 0.95% | -18.3% |
| Q1 2020 | $10,851,000 | +3918.9% | 41,277 | +5640.9% | 1.16% | +6021.1% |
| Q4 2019 | $270,000 | +6.3% | 719 | 0.0% | 0.02% | +5.6% |
| Q3 2019 | $254,000 | -0.4% | 719 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $255,000 | – | 719 | – | 0.02% | – |
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% |