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 | $20,289,428 | -5.1% | 44,432 | -0.4% | 3.97% | -1.8% |
| Q2 2023 | $21,374,711 | +5.6% | 44,632 | +1.1% | 4.05% | -0.0% |
| Q1 2023 | $20,242,010 | +3.5% | 44,157 | -0.0% | 4.05% | +2.5% |
| Q4 2022 | $19,557,592 | +94.7% | 44,169 | +76.6% | 3.95% | +31.5% |
| Q3 2022 | $10,045,000 | -44.4% | 25,009 | -42.8% | 3.00% | -20.4% |
| Q2 2022 | $18,064,000 | -15.0% | 43,687 | +0.8% | 3.77% | -1.9% |
| Q1 2022 | $21,257,000 | -1.9% | 43,342 | +3.6% | 3.85% | +1.1% |
| Q4 2021 | $21,664,000 | +7.8% | 41,849 | +0.1% | 3.81% | -0.4% |
| Q3 2021 | $20,096,000 | -0.9% | 41,790 | +1.2% | 3.82% | -1.8% |
| Q2 2021 | $20,285,000 | +4.0% | 41,313 | +0.9% | 3.89% | -2.8% |
| Q1 2021 | $19,496,000 | +12.5% | 40,953 | -0.8% | 4.00% | +2.0% |
| Q4 2020 | $17,335,000 | +23.7% | 41,282 | -0.2% | 3.92% | +7.1% |
| Q3 2020 | $14,010,000 | +3.8% | 41,347 | -0.6% | 3.66% | -2.0% |
| Q2 2020 | $13,491,000 | +22.4% | 41,577 | -0.9% | 3.74% | +3.8% |
| Q1 2020 | $11,025,000 | -31.2% | 41,941 | -1.7% | 3.60% | -9.6% |
| Q4 2019 | $16,020,000 | +8.3% | 42,676 | +1.7% | 3.98% | -1.4% |
| Q3 2019 | $14,792,000 | +2.9% | 41,966 | +3.5% | 4.04% | -0.3% |
| Q2 2019 | $14,374,000 | +4.1% | 40,536 | +1.4% | 4.05% | +1.1% |
| Q1 2019 | $13,811,000 | +17.5% | 39,986 | +2.9% | 4.01% | +5.9% |
| Q4 2018 | $11,756,000 | -15.9% | 38,841 | +2.1% | 3.78% | -4.2% |
| Q3 2018 | $13,980,000 | +7.7% | 38,046 | +4.1% | 3.95% | +2.2% |
| Q2 2018 | $12,980,000 | +3.9% | 36,561 | -0.0% | 3.87% | +0.9% |
| Q1 2018 | $12,496,000 | +4.9% | 36,566 | +6.0% | 3.83% | +1.8% |
| Q4 2017 | $11,914,000 | +1.8% | 34,491 | -3.9% | 3.77% | -1.6% |
| Q3 2017 | $11,709,000 | +6.5% | 35,881 | +3.6% | 3.83% | +1.1% |
| Q2 2017 | $10,996,000 | +2.4% | 34,619 | +0.7% | 3.78% | +0.1% |
| Q1 2017 | $10,743,000 | +8.1% | 34,386 | +4.4% | 3.78% | +2.9% |
| Q4 2016 | $9,938,000 | +61.4% | 32,937 | +51.0% | 3.68% | +51.8% |
| Q3 2016 | $6,157,000 | +45.3% | 21,812 | +40.1% | 2.42% | +39.1% |
| Q2 2016 | $4,238,000 | +28.2% | 15,569 | +23.7% | 1.74% | +19.1% |
| Q1 2016 | $3,307,000 | +19.3% | 12,589 | +15.4% | 1.46% | +17.2% |
| Q4 2015 | $2,771,000 | +4.3% | 10,909 | +2.2% | 1.25% | +12.6% |
| Q3 2015 | $2,658,000 | -6.0% | 10,679 | +3.2% | 1.11% | -3.1% |
| Q2 2015 | $2,827,000 | +2.5% | 10,349 | +4.1% | 1.14% | +1.5% |
| Q1 2015 | $2,757,000 | +13.4% | 9,946 | +8.0% | 1.12% | +8.7% |
| Q4 2014 | $2,431,000 | +6.1% | 9,211 | +0.2% | 1.04% | -0.6% |
| Q3 2014 | $2,292,000 | -2.1% | 9,191 | +2.3% | 1.04% | -17.8% |
| Q2 2014 | $2,340,000 | +5.3% | 8,981 | +1.3% | 1.27% | -1.2% |
| Q1 2014 | $2,222,000 | +2.5% | 8,866 | -0.1% | 1.28% | -3.8% |
| Q4 2013 | $2,168,000 | – | 8,876 | – | 1.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |