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 | $299,556 | -4.7% | 656 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $314,165 | +4.5% | 656 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $300,717 | -1.7% | 656 | -5.1% | 0.04% | -7.5% |
| Q4 2022 | $305,968 | +10.1% | 691 | 0.0% | 0.04% | +5.3% |
| Q3 2022 | $278,000 | -2.8% | 691 | 0.0% | 0.04% | -2.6% |
| Q2 2022 | $286,000 | -15.6% | 691 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $339,000 | -5.3% | 691 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $358,000 | +7.8% | 691 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $332,000 | -2.1% | 691 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $339,000 | +3.0% | 691 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $329,000 | +13.4% | 691 | 0.0% | 0.04% | +7.9% |
| Q4 2020 | $290,000 | +7.8% | 691 | -5.6% | 0.04% | -26.9% |
| Q3 2018 | $269,000 | +3.5% | 732 | 0.0% | 0.05% | -1.9% |
| Q2 2018 | $260,000 | +7.0% | 732 | +2.8% | 0.05% | +6.0% |
| Q1 2018 | $243,000 | -1.2% | 712 | 0.0% | 0.05% | -7.4% |
| Q4 2017 | $246,000 | +11.8% | 712 | +6.7% | 0.05% | +5.9% |
| Q3 2017 | $220,000 | +7.3% | 667 | +3.1% | 0.05% | -1.9% |
| Q2 2017 | $205,000 | -21.8% | 647 | -23.9% | 0.05% | -27.8% |
| Q1 2017 | $262,000 | – | 850 | – | 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% |