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 | $485,703 | -11.6% | 1,099 | -5.0% | 0.01% | 0.0% |
| Q2 2023 | $549,653 | -0.0% | 1,157 | -3.7% | 0.01% | 0.0% |
| Q1 2023 | $549,721 | +21.9% | 1,201 | +20.9% | 0.01% | +22.2% |
| Q4 2022 | $450,886 | -74.2% | 993 | -76.6% | 0.01% | -77.5% |
| Q3 2022 | $1,745,000 | +4.8% | 4,248 | +8.0% | 0.04% | +8.1% |
| Q2 2022 | $1,665,000 | +127.1% | 3,932 | +154.7% | 0.04% | +164.3% |
| Q1 2022 | $733,000 | -47.2% | 1,544 | -43.5% | 0.01% | -41.7% |
| Q4 2021 | $1,389,000 | +19.3% | 2,731 | +15.4% | 0.02% | +14.3% |
| Q3 2021 | $1,164,000 | -95.7% | 2,367 | -95.8% | 0.02% | -95.7% |
| Q2 2021 | $27,158,000 | -7.1% | 55,786 | -9.1% | 0.49% | -56.5% |
| Q1 2021 | $29,220,000 | +188.8% | 61,380 | +154.8% | 1.12% | +178.6% |
| Q4 2020 | $10,117,000 | +20134.0% | 24,093 | +11946.5% | 0.40% | +4366.7% |
| Q3 2015 | $50,000 | – | 200 | – | 0.01% | – |
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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% |