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 | $5,092,608 | -4.8% | 11,152 | -0.1% | 0.96% | -10.4% |
| Q2 2023 | $5,347,196 | +2.8% | 11,165 | -1.6% | 1.07% | -7.3% |
| Q1 2023 | $5,200,362 | +12.5% | 11,344 | +8.7% | 1.16% | +9.3% |
| Q4 2022 | $4,621,860 | +12.0% | 10,438 | +1.6% | 1.06% | -4.7% |
| Q3 2022 | $4,127,000 | -4.4% | 10,275 | -1.6% | 1.11% | -7.6% |
| Q2 2022 | $4,317,000 | -15.8% | 10,441 | -0.2% | 1.20% | -2.2% |
| Q1 2022 | $5,129,000 | -5.6% | 10,458 | -0.3% | 1.23% | -5.8% |
| Q4 2021 | $5,431,000 | +10.5% | 10,490 | +2.6% | 1.31% | -3.9% |
| Q3 2021 | $4,915,000 | -2.2% | 10,220 | -0.2% | 1.36% | -28.3% |
| Q2 2021 | $5,028,000 | +0.8% | 10,240 | -2.2% | 1.90% | +15.5% |
| Q1 2021 | $4,986,000 | +1.4% | 10,474 | -10.6% | 1.64% | -6.8% |
| Q4 2020 | $4,919,000 | +11.6% | 11,714 | -9.9% | 1.76% | -7.7% |
| Q3 2020 | $4,406,000 | -0.7% | 13,003 | -4.9% | 1.90% | -10.2% |
| Q2 2020 | $4,435,000 | +21.9% | 13,667 | -1.2% | 2.12% | +5.2% |
| Q1 2020 | $3,637,000 | -31.6% | 13,835 | -2.3% | 2.02% | -19.9% |
| Q4 2019 | $5,316,000 | +6.3% | 14,161 | -0.2% | 2.52% | -0.5% |
| Q3 2019 | $5,000,000 | -2.4% | 14,186 | -1.8% | 2.53% | -10.1% |
| Q2 2019 | $5,121,000 | +2.2% | 14,443 | -0.4% | 2.81% | +1.1% |
| Q1 2019 | $5,009,000 | +12.2% | 14,503 | -1.7% | 2.78% | +0.6% |
| Q4 2018 | $4,465,000 | -18.1% | 14,754 | -0.5% | 2.77% | -8.1% |
| Q3 2018 | $5,449,000 | +0.8% | 14,829 | -2.6% | 3.01% | -2.3% |
| Q2 2018 | $5,407,000 | +3.0% | 15,230 | -0.8% | 3.08% | +2.2% |
| Q1 2018 | $5,248,000 | -8.2% | 15,358 | -7.2% | 3.02% | -3.4% |
| Q4 2017 | $5,718,000 | -2.1% | 16,554 | -7.5% | 3.12% | -5.7% |
| Q3 2017 | $5,839,000 | – | 17,893 | – | 3.31% | – |
Download | ||||||
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% |