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 | $90,415 | -6.7% | 198 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $96,875 | +7.6% | 198 | 0.0% | 0.03% | +15.4% |
| Q1 2023 | $90,041 | +2.7% | 198 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $87,672 | -50.2% | 198 | -54.8% | 0.03% | -54.1% |
| Q3 2022 | $176,000 | -2.8% | 438 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $181,000 | -15.8% | 438 | 0.0% | 0.06% | -8.8% |
| Q1 2022 | $215,000 | -5.3% | 438 | 0.0% | 0.07% | -13.9% |
| Q4 2021 | $227,000 | +28.2% | 438 | +18.7% | 0.08% | +14.5% |
| Q3 2021 | $177,000 | +0.6% | 369 | 0.0% | 0.07% | -9.2% |
| Q1 2021 | $176,000 | +34.4% | 369 | 0.0% | 0.08% | -7.3% |
| Q2 2019 | $131,000 | +3.1% | 369 | 0.0% | 0.08% | -3.5% |
| Q1 2019 | $127,000 | +13.4% | 369 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $112,000 | -17.6% | 369 | 0.0% | 0.08% | -5.6% |
| Q3 2018 | $136,000 | +3.8% | 369 | 0.0% | 0.09% | -2.2% |
| Q2 2018 | $131,000 | +6.5% | 369 | +2.8% | 0.09% | +13.6% |
| Q1 2018 | $123,000 | -1.6% | 359 | 0.0% | 0.08% | +5.2% |
| Q4 2017 | $125,000 | +104.9% | 359 | +91.0% | 0.08% | +87.8% |
| Q3 2017 | $61,000 | +1.7% | 188 | 0.0% | 0.04% | +2.5% |
| Q2 2017 | $60,000 | +1.7% | 188 | 0.0% | 0.04% | -4.8% |
| Q1 2017 | $59,000 | +3.5% | 188 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $57,000 | – | 188 | – | 0.04% | – |
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% |