SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,366,267 | +102.2% | 2,992 | +112.0% | 0.04% | +87.0% |
| Q2 2023 | $675,742 | +30.5% | 1,411 | +24.9% | 0.02% | +9.5% |
| Q1 2023 | $517,921 | +0.8% | 1,130 | -2.6% | 0.02% | -19.2% |
| Q4 2022 | $513,856 | -15.1% | 1,160 | -23.0% | 0.03% | -25.7% |
| Q3 2022 | $605,000 | +34.7% | 1,506 | +38.7% | 0.04% | +34.6% |
| Q2 2022 | $449,000 | -15.3% | 1,086 | +0.6% | 0.03% | 0.0% |
| Q1 2022 | $530,000 | -4.2% | 1,080 | +1.0% | 0.03% | 0.0% |
| Q4 2021 | $553,000 | +15.7% | 1,069 | +7.7% | 0.03% | -3.7% |
| Q3 2021 | $478,000 | -10.0% | 993 | -8.1% | 0.03% | -15.6% |
| Q2 2021 | $531,000 | +6.4% | 1,081 | +3.1% | 0.03% | -8.6% |
| Q1 2021 | $499,000 | -15.6% | 1,048 | -25.7% | 0.04% | -20.5% |
| Q4 2020 | $591,000 | -99.8% | 1,410 | +50.5% | 0.04% | +57.1% |
| Q3 2020 | $318,000,000 | – | 937 | – | 0.03% | – |
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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% |