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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $59,864 | +4.5% | 125 | 0.0% | 0.02% | -13.8% |
| Q1 2023 | $57,301 | +3.5% | 125 | 0.0% | 0.03% | -6.5% |
| Q4 2022 | $55,349 | +10.7% | 125 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $50,000 | -3.8% | 125 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $52,000 | -14.8% | 125 | 0.0% | 0.03% | -13.9% |
| Q1 2022 | $61,000 | -6.2% | 125 | 0.0% | 0.04% | -7.7% |
| Q4 2021 | $65,000 | +6.6% | 125 | 0.0% | 0.04% | -9.3% |
| Q2 2021 | $61,000 | +1.7% | 125 | 0.0% | 0.04% | -14.0% |
| Q1 2021 | $60,000 | +15.4% | 125 | 0.0% | 0.05% | +16.3% |
| Q4 2020 | $52,000 | +23.8% | 125 | 0.0% | 0.04% | +2.4% |
| Q3 2020 | $42,000 | +2.4% | 125 | 0.0% | 0.04% | -6.7% |
| Q2 2020 | $41,000 | +24.2% | 125 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $33,000 | -25.0% | 125 | 0.0% | 0.04% | -8.2% |
| Q3 2019 | $44,000 | 0.0% | 125 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $44,000 | +2.3% | 125 | 0.0% | 0.05% | +8.7% |
| Q1 2019 | $43,000 | +7.5% | 125 | 0.0% | 0.05% | -2.1% |
| Q4 2018 | $40,000 | -7.0% | 125 | 0.0% | 0.05% | +11.9% |
| Q3 2018 | $43,000 | -4.4% | 125 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $45,000 | +4.7% | 125 | 0.0% | 0.04% | +13.2% |
| Q1 2018 | $43,000 | -4.4% | 125 | 0.0% | 0.04% | -7.3% |
| Q4 2017 | $45,000 | +9.8% | 125 | 0.0% | 0.04% | +2.5% |
| Q3 2017 | $41,000 | +2.5% | 125 | 0.0% | 0.04% | -7.0% |
| Q2 2017 | $40,000 | +29.0% | 125 | +25.0% | 0.04% | +19.4% |
| Q1 2017 | $31,000 | +10.7% | 100 | 0.0% | 0.04% | -5.3% |
| Q3 2016 | $28,000 | – | 100 | – | 0.04% | – |
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% |