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 Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $467,465 | +15.2% | 834 | +14.4% | 0.01% | +7.7% |
| Q1 2024 | $405,616 | -1.1% | 729 | -9.8% | 0.01% | -7.1% |
| Q4 2023 | $409,975 | -87.2% | 808 | -88.5% | 0.01% | -88.8% |
| Q3 2023 | $3,197,802 | +767.4% | 7,003 | +809.5% | 0.12% | +792.9% |
| Q2 2023 | $368,660 | -24.1% | 770 | -27.3% | 0.01% | -30.0% |
| Q1 2023 | $485,595 | +83.8% | 1,059 | +77.4% | 0.02% | +66.7% |
| Q4 2022 | $264,240 | +29.5% | 597 | +43.9% | 0.01% | +9.1% |
| Q1 2022 | $204,000 | -21.8% | 415 | -17.7% | 0.01% | -21.4% |
| Q4 2021 | $261,000 | -95.1% | 504 | -95.5% | 0.01% | -95.6% |
| Q3 2021 | $5,336,000 | -28.5% | 11,097 | -26.9% | 0.32% | -28.5% |
| Q2 2021 | $7,458,000 | +18.6% | 15,188 | +15.0% | 0.44% | +2.8% |
| Q1 2021 | $6,288,000 | +2456.1% | 13,208 | +2157.8% | 0.43% | +2288.9% |
| Q4 2020 | $246,000 | +8.8% | 585 | -16.1% | 0.02% | -18.2% |
| Q2 2020 | $226,000 | -8.9% | 697 | +5.6% | 0.02% | -15.4% |
| Q4 2019 | $248,000 | -5.3% | 660 | -10.6% | 0.03% | -23.5% |
| Q2 2019 | $262,000 | +13.4% | 738 | +10.3% | 0.03% | 0.0% |
| Q1 2019 | $231,000 | -6.9% | 669 | -1.0% | 0.03% | -10.5% |
| Q3 2018 | $248,000 | -12.4% | 676 | -15.2% | 0.04% | -41.5% |
| Q2 2018 | $283,000 | – | 797 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |