SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,297 | -4.6% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $60,091 | +4.5% | 125 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $57,519 | -22.3% | 125 | -25.1% | 0.01% | -26.3% |
| Q4 2022 | $73,991 | +7.2% | 167 | -2.3% | 0.02% | +5.6% |
| Q3 2022 | $69,000 | -16.9% | 171 | -14.5% | 0.02% | -14.3% |
| Q2 2022 | $83,000 | -15.3% | 200 | +0.5% | 0.02% | -8.7% |
| Q1 2022 | $98,000 | -4.9% | 199 | -0.5% | 0.02% | -4.2% |
| Q4 2021 | $103,000 | +7.3% | 200 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $96,000 | -2.0% | 200 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $98,000 | +3.2% | 200 | +0.5% | 0.03% | -3.6% |
| Q1 2021 | $95,000 | +13.1% | 199 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $84,000 | +25.4% | 199 | 0.0% | 0.03% | +16.7% |
| Q3 2020 | $67,000 | +3.1% | 199 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $65,000 | +25.0% | 199 | 0.0% | 0.02% | +8.7% |
| Q1 2020 | $52,000 | -58.1% | 199 | -39.7% | 0.02% | -56.6% |
| Q4 2019 | $124,000 | – | 330 | – | 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% |