SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,331 | -4.7% | 592 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $283,515 | +6.8% | 592 | +2.2% | 0.02% | 0.0% |
| Q1 2023 | $265,419 | +5.0% | 579 | +1.4% | 0.02% | -10.5% |
| Q4 2022 | $252,833 | +21.6% | 571 | +10.2% | 0.02% | -5.0% |
| Q3 2022 | $208,000 | +3.5% | 518 | +6.8% | 0.02% | +5.3% |
| Q2 2022 | $201,000 | -13.7% | 485 | +2.1% | 0.02% | +5.6% |
| Q1 2022 | $233,000 | -34.2% | 475 | -30.6% | 0.02% | -33.3% |
| Q4 2021 | $354,000 | +49.4% | 684 | +37.3% | 0.03% | +50.0% |
| Q1 2021 | $237,000 | -35.2% | 498 | -42.8% | 0.02% | -37.9% |
| Q4 2020 | $366,000 | +21.6% | 871 | -1.9% | 0.03% | +26.1% |
| Q3 2020 | $301,000 | +12.7% | 888 | +8.3% | 0.02% | +9.5% |
| Q2 2020 | $267,000 | -10.4% | 820 | -27.2% | 0.02% | -41.7% |
| Q1 2020 | $298,000 | -47.0% | 1,126 | -24.9% | 0.04% | +63.6% |
| Q4 2019 | $562,000 | +5.6% | 1,499 | -0.7% | 0.02% | -60.0% |
| Q3 2019 | $532,000 | +6.6% | 1,510 | +7.3% | 0.06% | +10.0% |
| Q2 2019 | $499,000 | -10.4% | 1,407 | -12.8% | 0.05% | -18.0% |
| Q1 2019 | $557,000 | -38.9% | 1,613 | -46.4% | 0.06% | -46.5% |
| Q4 2018 | $912,000 | -15.9% | 3,012 | +2.0% | 0.11% | -2.6% |
| Q3 2018 | $1,085,000 | -28.8% | 2,954 | -31.2% | 0.12% | +5.4% |
| Q2 2018 | $1,524,000 | +8.8% | 4,293 | +4.7% | 0.11% | +1.8% |
| Q1 2018 | $1,401,000 | -13.3% | 4,100 | -12.4% | 0.11% | -13.5% |
| Q4 2017 | $1,616,000 | +2.8% | 4,679 | -2.9% | 0.13% | -9.4% |
| Q3 2017 | $1,572,000 | -15.1% | 4,817 | -19.9% | 0.14% | -51.2% |
| Q2 2017 | $1,851,000 | -4.8% | 6,011 | -4.8% | 0.28% | +43.9% |
| Q1 2017 | $1,944,000 | +43.0% | 6,311 | +40.1% | 0.20% | +14.5% |
| Q4 2016 | $1,359,000 | – | 4,505 | – | 0.17% | – |
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% |