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 | $1,895,056 | -4.7% | 4,150 | 0.0% | 0.63% | -2.8% |
| Q2 2023 | $1,987,476 | -42.3% | 4,150 | -44.7% | 0.65% | -41.4% |
| Q1 2023 | $3,443,118 | +103421.3% | 7,511 | 0.0% | 1.11% | -2.0% |
| Q4 2022 | $3,326 | -99.9% | 7,511 | 0.0% | 1.14% | -0.7% |
| Q3 2022 | $3,017,000 | -2.9% | 7,511 | 0.0% | 1.14% | +0.6% |
| Q2 2022 | $3,106,000 | -15.7% | 7,511 | 0.0% | 1.14% | -0.2% |
| Q1 2022 | $3,684,000 | -6.8% | 7,511 | -1.6% | 1.14% | -2.1% |
| Q4 2021 | $3,953,000 | +0.6% | 7,636 | -7.5% | 1.16% | +94.2% |
| Q1 2021 | $3,928,000 | +3.6% | 8,251 | -8.6% | 0.60% | -2.4% |
| Q4 2020 | $3,792,000 | -5.0% | 9,031 | -15.1% | 0.61% | -15.3% |
| Q4 2019 | $3,993,000 | – | 10,637 | – | 0.72% | – |
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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% |