SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,618,539 | +10.8% | 3,544 | +16.2% | 0.29% | +13.2% |
| Q2 2023 | $1,460,258 | +14.1% | 3,049 | +9.2% | 0.26% | +8.4% |
| Q1 2023 | $1,280,269 | +9.8% | 2,793 | +6.1% | 0.24% | -7.4% |
| Q4 2022 | $1,166,075 | +12.3% | 2,633 | +1.9% | 0.26% | +2.4% |
| Q3 2022 | $1,038,000 | +9.3% | 2,583 | +12.4% | 0.25% | +12.6% |
| Q2 2022 | $950,000 | -13.6% | 2,298 | +2.5% | 0.22% | +4.2% |
| Q1 2022 | $1,100,000 | -7.8% | 2,243 | -2.6% | 0.21% | +5.4% |
| Q4 2021 | $1,193,000 | -63.7% | 2,304 | -66.2% | 0.20% | -66.0% |
| Q3 2021 | $3,282,000 | -21.6% | 6,826 | -19.9% | 0.60% | -21.7% |
| Q2 2021 | $4,184,000 | +8.8% | 8,521 | +5.5% | 0.76% | +0.5% |
| Q1 2021 | $3,846,000 | +238.3% | 8,078 | +198.4% | 0.76% | +200.8% |
| Q4 2020 | $1,137,000 | +24.0% | 2,707 | 0.0% | 0.25% | +4.1% |
| Q3 2020 | $917,000 | +5.0% | 2,707 | +0.7% | 0.24% | -4.7% |
| Q2 2020 | $873,000 | +6.6% | 2,689 | -13.6% | 0.25% | -13.6% |
| Q1 2020 | $819,000 | -29.9% | 3,114 | 0.0% | 0.29% | -18.6% |
| Q4 2019 | $1,169,000 | +9.8% | 3,114 | +3.1% | 0.36% | +1.4% |
| Q3 2019 | $1,065,000 | -14.9% | 3,021 | -14.5% | 0.36% | -14.8% |
| Q2 2019 | $1,252,000 | +7.2% | 3,532 | +4.4% | 0.42% | +3.5% |
| Q1 2019 | $1,168,000 | +16.1% | 3,383 | +1.8% | 0.40% | -1.7% |
| Q4 2018 | $1,006,000 | -17.2% | 3,324 | +0.5% | 0.41% | -2.4% |
| Q3 2018 | $1,215,000 | +3.3% | 3,307 | -0.2% | 0.42% | -5.6% |
| Q2 2018 | $1,176,000 | +3.6% | 3,313 | -0.3% | 0.45% | -3.0% |
| Q1 2018 | $1,135,000 | -0.1% | 3,322 | +1.0% | 0.46% | -3.6% |
| Q4 2017 | $1,136,000 | +16.0% | 3,288 | +9.6% | 0.48% | +9.4% |
| Q3 2017 | $979,000 | -6.4% | 3,001 | -8.9% | 0.44% | -16.3% |
| Q2 2017 | $1,046,000 | -0.2% | 3,294 | -1.8% | 0.52% | -3.9% |
| Q1 2017 | $1,048,000 | +0.9% | 3,354 | -2.6% | 0.54% | -13.6% |
| Q4 2016 | $1,039,000 | – | 3,443 | – | 0.63% | – |
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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% |