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 | $5,815,109 | -6.2% | 12,734 | -1.7% | 0.10% | -5.0% |
| Q2 2023 | $6,201,512 | -0.6% | 12,949 | -4.8% | 0.10% | -5.6% |
| Q1 2023 | $6,236,633 | +25.1% | 13,605 | +20.8% | 0.11% | +17.6% |
| Q4 2022 | $4,985,513 | -5.3% | 11,259 | -14.1% | 0.09% | -17.3% |
| Q3 2022 | $5,264,000 | +0.5% | 13,106 | +3.5% | 0.11% | +0.9% |
| Q2 2022 | $5,237,000 | +18.6% | 12,665 | +40.7% | 0.11% | +10.1% |
| Q1 2022 | $4,415,000 | -25.1% | 9,002 | -21.0% | 0.10% | -23.8% |
| Q4 2021 | $5,898,000 | -14.8% | 11,393 | -20.9% | 0.13% | -9.7% |
| Q3 2021 | $6,925,000 | +34.1% | 14,401 | +36.9% | 0.14% | +5.9% |
| Q2 2021 | $5,165,000 | +4.1% | 10,520 | +1.0% | 0.14% | +15.3% |
| Q1 2021 | $4,960,000 | +29.8% | 10,419 | +14.5% | 0.12% | +3.5% |
| Q4 2020 | $3,822,000 | +458.8% | 9,102 | +351.0% | 0.11% | +178.0% |
| Q3 2020 | $684,000 | +0.4% | 2,018 | -3.8% | 0.04% | -12.8% |
| Q2 2020 | $681,000 | -77.7% | 2,098 | -82.0% | 0.05% | -63.3% |
| Q1 2020 | $3,057,000 | +287.9% | 11,630 | +454.3% | 0.13% | +124.6% |
| Q4 2019 | $788,000 | +15.0% | 2,098 | +7.9% | 0.06% | +1.8% |
| Q3 2019 | $685,000 | +17.5% | 1,944 | +18.2% | 0.06% | +9.8% |
| Q2 2019 | $583,000 | +2.6% | 1,644 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $568,000 | +14.1% | 1,644 | 0.0% | 0.05% | +10.4% |
| Q4 2018 | $498,000 | – | 1,644 | – | 0.05% | – |
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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% |