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 | $265,764 | -4.7% | 582 | 0.0% | 0.03% | +6.5% |
| Q2 2023 | $278,726 | -52.1% | 582 | -55.1% | 0.03% | -36.7% |
| Q1 2023 | $582,299 | +84.6% | 1,295 | +81.6% | 0.05% | +53.1% |
| Q4 2022 | $315,504 | +10.3% | 713 | +0.1% | 0.03% | +3.2% |
| Q3 2022 | $286,000 | -2.7% | 712 | 0.0% | 0.03% | +14.8% |
| Q2 2022 | $294,000 | -15.8% | 712 | 0.0% | 0.03% | -3.6% |
| Q1 2022 | $349,000 | -4.6% | 712 | -1.4% | 0.03% | -3.4% |
| Q4 2021 | $366,000 | -42.4% | 722 | -43.5% | 0.03% | -32.6% |
| Q3 2021 | $635,000 | -43.8% | 1,278 | -44.7% | 0.04% | -70.3% |
| Q2 2021 | $1,130,000 | +334.6% | 2,312 | +324.2% | 0.14% | +262.5% |
| Q1 2021 | $260,000 | +7.9% | 545 | 0.0% | 0.04% | -2.4% |
| Q4 2020 | $241,000 | -6.6% | 545 | -20.8% | 0.04% | -26.8% |
| Q4 2019 | $258,000 | +6.6% | 688 | 0.0% | 0.06% | -3.4% |
| Q3 2019 | $242,000 | -0.4% | 688 | +0.6% | 0.06% | -4.9% |
| Q2 2019 | $243,000 | +3.0% | 684 | 0.0% | 0.06% | -7.6% |
| Q1 2019 | $236,000 | +14.0% | 684 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $207,000 | -17.5% | 684 | 0.0% | 0.07% | -10.8% |
| Q3 2018 | $251,000 | -1.2% | 684 | -4.3% | 0.07% | -7.5% |
| Q2 2018 | $254,000 | – | 715 | – | 0.08% | – |
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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% |