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 | $365 | +31.3% | 797 | +37.9% | 0.06% | +34.9% |
| Q2 2023 | $278 | +9.0% | 578 | +4.1% | 0.04% | 0.0% |
| Q1 2023 | $255 | -99.9% | 555 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $246,673 | +10.1% | 555 | 0.0% | 0.04% | +4.8% |
| Q3 2022 | $224,000 | -2.6% | 555 | 0.0% | 0.04% | +10.5% |
| Q2 2022 | $230,000 | -15.8% | 555 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $273,000 | -5.2% | 555 | 0.0% | 0.04% | -2.6% |
| Q4 2021 | $288,000 | +7.5% | 555 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $268,000 | +6.8% | 555 | +8.8% | 0.04% | +5.3% |
| Q2 2021 | $251,000 | +7.3% | 510 | -8.1% | 0.04% | -9.5% |
| Q4 2020 | $234,000 | +6.8% | 555 | -4.3% | 0.04% | -10.6% |
| Q4 2019 | $219,000 | +6.8% | 580 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $205,000 | -1.0% | 580 | 0.0% | 0.05% | -7.8% |
| Q2 2019 | $207,000 | +3.0% | 580 | 0.0% | 0.05% | -12.1% |
| Q1 2019 | $201,000 | -10.7% | 580 | -10.8% | 0.06% | -24.7% |
| Q4 2017 | $225,000 | +5.6% | 650 | 0.0% | 0.08% | -2.5% |
| Q3 2017 | $213,000 | +2.9% | 650 | 0.0% | 0.08% | -3.7% |
| Q2 2017 | $207,000 | +1.5% | 650 | 0.0% | 0.08% | -1.2% |
| Q1 2017 | $204,000 | – | 650 | – | 0.08% | – |
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% |