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 | $418,739 | -4.7% | 917 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $439,160 | +4.5% | 917 | 0.0% | 0.11% | -2.6% |
| Q1 2023 | $420,362 | +3.5% | 917 | 0.0% | 0.12% | -2.5% |
| Q4 2022 | $406,038 | +10.3% | 917 | 0.0% | 0.12% | -4.8% |
| Q3 2022 | $368,000 | -2.9% | 917 | 0.0% | 0.12% | -18.3% |
| Q2 2022 | $379,000 | -15.8% | 917 | 0.0% | 0.15% | -3.2% |
| Q1 2022 | $450,000 | -28.6% | 917 | -24.7% | 0.16% | +25.4% |
| Q4 2021 | $630,000 | +7.7% | 1,217 | 0.0% | 0.13% | -35.4% |
| Q3 2021 | $585,000 | -2.2% | 1,217 | 0.0% | 0.20% | 0.0% |
| Q2 2021 | $598,000 | +3.3% | 1,217 | 0.0% | 0.20% | -7.6% |
| Q1 2021 | $579,000 | +13.3% | 1,217 | 0.0% | 0.21% | +5.5% |
| Q4 2020 | $511,000 | +24.0% | 1,217 | 0.0% | 0.20% | +6.4% |
| Q3 2020 | $412,000 | +4.3% | 1,217 | 0.0% | 0.19% | -4.1% |
| Q2 2020 | $395,000 | +23.4% | 1,217 | 0.0% | 0.20% | +5.9% |
| Q1 2020 | $320,000 | -30.0% | 1,217 | 0.0% | 0.18% | +55.5% |
| Q4 2019 | $457,000 | +6.5% | 1,217 | 0.0% | 0.12% | -47.3% |
| Q3 2019 | $429,000 | -0.7% | 1,217 | 0.0% | 0.23% | +45.8% |
| Q2 2019 | $432,000 | +36.3% | 1,217 | +32.7% | 0.16% | +30.3% |
| Q1 2019 | $317,000 | +14.0% | 917 | 0.0% | 0.12% | -30.0% |
| Q4 2018 | $278,000 | -17.5% | 917 | 0.0% | 0.17% | -5.0% |
| Q3 2018 | $337,000 | +3.4% | 917 | 0.0% | 0.18% | -1.6% |
| Q2 2018 | $326,000 | +4.2% | 917 | 0.0% | 0.18% | +1.1% |
| Q1 2018 | $313,000 | -1.3% | 917 | 0.0% | 0.18% | +2.9% |
| Q4 2017 | $317,000 | +6.0% | 917 | 0.0% | 0.18% | +2.3% |
| Q3 2017 | $299,000 | +2.4% | 917 | 0.0% | 0.17% | -3.9% |
| Q2 2017 | $292,000 | +2.8% | 917 | 0.0% | 0.18% | -4.8% |
| Q1 2017 | $284,000 | +11.8% | 917 | 0.0% | 0.19% | +1.6% |
| Q4 2016 | $254,000 | 0.0% | 917 | 0.0% | 0.18% | -0.5% |
| Q3 2016 | $254,000 | +1.6% | 917 | 0.0% | 0.18% | +5.7% |
| Q2 2016 | $250,000 | – | 917 | – | 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% |