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 | $1,179,501 | -5.9% | 2,583 | -1.3% | 0.10% | -2.8% |
| Q2 2023 | $1,253,307 | +52.1% | 2,617 | +45.6% | 0.11% | +49.3% |
| Q1 2023 | $824,221 | +3.5% | 1,798 | 0.0% | 0.07% | +12.7% |
| Q4 2022 | $796,136 | +10.3% | 1,798 | 0.0% | 0.06% | -17.1% |
| Q3 2022 | $722,000 | -2.8% | 1,798 | 0.0% | 0.08% | +2.7% |
| Q2 2022 | $743,000 | -15.8% | 1,798 | 0.0% | 0.07% | -6.3% |
| Q1 2022 | $882,000 | -5.3% | 1,798 | 0.0% | 0.08% | -3.7% |
| Q4 2021 | $931,000 | +7.6% | 1,798 | 0.0% | 0.08% | -6.8% |
| Q3 2021 | $865,000 | -2.0% | 1,798 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $883,000 | +600.8% | 1,798 | +578.5% | 0.09% | +528.6% |
| Q1 2021 | $126,000 | +13.5% | 265 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $111,000 | -40.0% | 265 | -51.5% | 0.01% | -46.2% |
| Q3 2020 | $185,000 | +4.5% | 546 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $177,000 | +16.4% | 546 | -5.5% | 0.03% | -3.7% |
| Q1 2020 | $152,000 | -30.0% | 578 | 0.0% | 0.03% | -12.9% |
| Q4 2019 | $217,000 | +5.3% | 578 | -1.2% | 0.03% | +3.3% |
| Q3 2019 | $206,000 | -0.5% | 585 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $207,000 | -1.9% | 585 | -4.1% | 0.03% | -11.8% |
| Q1 2019 | $211,000 | -13.9% | 610 | -24.8% | 0.03% | -81.0% |
| Q4 2018 | $245,000 | – | 811 | – | 0.18% | – |
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% |