SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,218,650 | -0.9% | 15,808 | +4.0% | 2.41% | +0.5% |
| Q2 2023 | $7,281,051 | +0.0% | 15,203 | -4.2% | 2.40% | -5.3% |
| Q1 2023 | $7,277,491 | +12.9% | 15,876 | +9.0% | 2.53% | +1.3% |
| Q4 2022 | $6,447,974 | +9.9% | 14,562 | -0.3% | 2.50% | +3.6% |
| Q3 2022 | $5,866,000 | -2.0% | 14,605 | +0.9% | 2.41% | +2.9% |
| Q2 2022 | $5,983,000 | -21.8% | 14,470 | -7.2% | 2.34% | -5.6% |
| Q1 2022 | $7,648,000 | -3.0% | 15,593 | +2.4% | 2.48% | -4.8% |
| Q4 2021 | $7,881,000 | -0.7% | 15,223 | -7.7% | 2.60% | -7.9% |
| Q3 2021 | $7,934,000 | -1.2% | 16,499 | +1.2% | 2.83% | +0.7% |
| Q2 2021 | $8,031,000 | +3.7% | 16,309 | +0.3% | 2.81% | -5.1% |
| Q1 2021 | $7,742,000 | – | 16,263 | – | 2.96% | – |
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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% |