SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,281,373 | +5.9% | 4,996 | +11.0% | 0.16% | +4.0% |
| Q2 2023 | $2,155,095 | +1.9% | 4,500 | -2.4% | 0.15% | -6.2% |
| Q1 2023 | $2,114,645 | -1.5% | 4,613 | -4.8% | 0.16% | -12.1% |
| Q4 2022 | $2,145,760 | +3.5% | 4,846 | -6.2% | 0.18% | -5.7% |
| Q3 2022 | $2,074,000 | -3.4% | 5,164 | -0.6% | 0.19% | +2.7% |
| Q2 2022 | $2,147,000 | -20.3% | 5,193 | -5.4% | 0.19% | -8.7% |
| Q1 2022 | $2,693,000 | -5.3% | 5,491 | 0.0% | 0.21% | -6.8% |
| Q4 2021 | $2,843,000 | +6.4% | 5,491 | -1.2% | 0.22% | -5.2% |
| Q3 2021 | $2,673,000 | -2.2% | 5,558 | -0.2% | 0.23% | -3.3% |
| Q2 2021 | $2,734,000 | +8.9% | 5,567 | -6.9% | 0.24% | -9.7% |
| Q4 2020 | $2,511,000 | +17.3% | 5,980 | -5.3% | 0.27% | +13.1% |
| Q3 2020 | $2,141,000 | – | 6,317 | – | 0.24% | – |
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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% |