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 | $2,390,390 | -5.7% | 5,234 | -1.1% | 1.04% | -2.1% |
| Q2 2023 | $2,535,108 | -1.4% | 5,293 | -5.6% | 1.06% | -5.6% |
| Q1 2023 | $2,570,387 | +3.7% | 5,607 | +0.2% | 1.12% | +1.1% |
| Q4 2022 | $2,478,180 | -3.3% | 5,596 | -12.4% | 1.11% | -17.4% |
| Q3 2022 | $2,564,000 | +4.6% | 6,385 | +7.7% | 1.34% | +3.2% |
| Q2 2022 | $2,452,000 | -14.9% | 5,931 | +1.0% | 1.30% | -8.9% |
| Q1 2022 | $2,880,000 | -3.5% | 5,872 | +1.8% | 1.43% | +4.5% |
| Q4 2021 | $2,985,000 | +10.4% | 5,766 | +2.5% | 1.37% | +1.5% |
| Q3 2021 | $2,705,000 | -2.1% | 5,625 | 0.0% | 1.35% | -2.2% |
| Q2 2021 | $2,762,000 | +3.3% | 5,625 | +0.1% | 1.38% | -1.9% |
| Q1 2021 | $2,674,000 | +12.6% | 5,618 | -0.6% | 1.40% | +5.6% |
| Q4 2020 | $2,374,000 | +29.4% | 5,653 | +4.4% | 1.33% | +10.6% |
| Q3 2020 | $1,834,000 | +4.7% | 5,413 | +0.2% | 1.20% | -1.6% |
| Q2 2020 | $1,752,000 | +24.0% | 5,401 | +0.4% | 1.22% | +2.7% |
| Q1 2020 | $1,413,000 | -32.7% | 5,377 | -3.8% | 1.19% | -14.8% |
| Q4 2019 | $2,098,000 | +10.9% | 5,591 | +4.2% | 1.40% | +2.7% |
| Q3 2019 | $1,891,000 | -0.3% | 5,366 | +0.3% | 1.36% | -1.9% |
| Q2 2019 | $1,897,000 | +2.6% | 5,352 | -0.0% | 1.38% | +1.4% |
| Q1 2019 | $1,849,000 | +13.8% | 5,354 | -0.3% | 1.36% | +0.2% |
| Q4 2018 | $1,625,000 | +0.8% | 5,370 | +22.4% | 1.36% | +16.4% |
| Q3 2018 | $1,612,000 | +3.7% | 4,388 | +0.2% | 1.17% | +1.0% |
| Q2 2018 | $1,554,000 | +8.1% | 4,378 | +4.0% | 1.16% | +5.9% |
| Q1 2018 | $1,438,000 | +0.3% | 4,209 | +1.4% | 1.09% | +5.6% |
| Q4 2017 | $1,433,000 | +7.5% | 4,149 | +1.5% | 1.04% | +2.5% |
| Q3 2017 | $1,333,000 | -0.9% | 4,086 | -3.6% | 1.01% | -4.4% |
| Q2 2017 | $1,345,000 | +90.8% | 4,237 | +87.6% | 1.06% | +78.5% |
| Q1 2017 | $705,000 | -44.5% | 2,258 | -46.4% | 0.59% | -43.7% |
| Q4 2016 | $1,271,000 | +6.7% | 4,214 | -0.2% | 1.05% | +4.1% |
| Q3 2016 | $1,191,000 | -9.2% | 4,221 | -12.4% | 1.01% | -13.2% |
| Q2 2016 | $1,311,000 | -9.3% | 4,817 | -12.5% | 1.16% | -14.4% |
| Q1 2016 | $1,446,000 | -12.4% | 5,504 | -15.3% | 1.36% | -17.5% |
| Q4 2015 | $1,650,000 | +3.3% | 6,497 | +1.2% | 1.65% | -2.1% |
| Q3 2015 | $1,597,000 | -8.9% | 6,418 | +0.0% | 1.68% | +2.4% |
| Q2 2015 | $1,753,000 | -1.4% | 6,416 | +0.0% | 1.65% | -2.5% |
| Q1 2015 | $1,778,000 | +5.0% | 6,415 | +0.0% | 1.69% | +7.7% |
| Q4 2014 | $1,693,000 | +1.6% | 6,414 | -4.0% | 1.57% | +1.6% |
| Q3 2014 | $1,666,000 | -4.3% | 6,684 | +0.0% | 1.54% | -0.1% |
| Q2 2014 | $1,741,000 | +3.1% | 6,683 | -0.8% | 1.54% | -2.5% |
| Q1 2014 | $1,688,000 | +1.0% | 6,736 | -1.5% | 1.58% | +3.1% |
| Q4 2013 | $1,671,000 | – | 6,841 | – | 1.54% | – |
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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% |