SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,867,167 | +13.4% | 85,094 | +19.0% | 0.06% | -8.1% |
| Q2 2023 | $34,268,251 | -6.7% | 71,498 | -10.8% | 0.06% | -10.1% |
| Q1 2023 | $36,714,667 | +6.7% | 80,160 | +3.1% | 0.07% | -1.4% |
| Q4 2022 | $34,421,741 | +22.3% | 77,718 | +11.0% | 0.07% | +9.4% |
| Q3 2022 | $28,137,000 | +0.4% | 70,034 | +3.5% | 0.06% | +3.2% |
| Q2 2022 | $28,022,000 | +4.2% | 67,676 | +10.8% | 0.06% | +19.2% |
| Q1 2022 | $26,903,000 | -16.9% | 61,079 | -2.3% | 0.05% | -14.8% |
| Q4 2021 | $32,393,000 | -18.8% | 62,540 | -24.5% | 0.06% | -26.5% |
| Q3 2021 | $39,878,000 | -11.7% | 82,795 | -9.9% | 0.08% | -15.3% |
| Q2 2021 | $45,164,000 | +5.2% | 91,913 | +2.0% | 0.10% | -4.9% |
| Q1 2021 | $42,921,000 | +65.7% | 90,069 | +46.0% | 0.10% | +49.3% |
| Q4 2020 | $25,903,000 | +20.2% | 61,677 | -3.3% | 0.07% | +7.8% |
| Q3 2020 | $21,556,000 | +18.8% | 63,813 | +14.1% | 0.06% | +4.9% |
| Q2 2020 | $18,147,000 | +11.9% | 55,918 | -80.8% | 0.06% | -7.6% |
| Q1 2020 | $16,223,000 | – | 291,817 | – | 0.07% | – |
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% |