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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,993,584 | +3.3% | 4,349 | -0.2% | 0.71% | -0.8% |
| Q4 2022 | $1,929,635 | +11.4% | 4,358 | +1.1% | 0.72% | +1.0% |
| Q3 2022 | $1,732,000 | -2.8% | 4,311 | +0.0% | 0.71% | +2.7% |
| Q2 2022 | $1,782,000 | -15.7% | 4,310 | 0.0% | 0.69% | -6.0% |
| Q1 2022 | $2,113,000 | -6.9% | 4,310 | -1.7% | 0.74% | -3.5% |
| Q4 2021 | $2,270,000 | +7.1% | 4,384 | -0.5% | 0.76% | -0.8% |
| Q3 2021 | $2,120,000 | -2.0% | 4,408 | +0.0% | 0.77% | -3.5% |
| Q2 2021 | $2,164,000 | -0.4% | 4,407 | -3.4% | 0.80% | -6.3% |
| Q1 2021 | $2,173,000 | +18.6% | 4,564 | +4.6% | 0.85% | +7.8% |
| Q4 2020 | $1,832,000 | +24.0% | 4,363 | +0.0% | 0.79% | +9.4% |
| Q3 2020 | $1,478,000 | +4.5% | 4,362 | +0.0% | 0.72% | -2.3% |
| Q2 2020 | $1,415,000 | +23.5% | 4,361 | +0.0% | 0.74% | +10.4% |
| Q1 2020 | $1,146,000 | -31.3% | 4,360 | -1.8% | 0.67% | -14.3% |
| Q4 2019 | $1,667,000 | +4.2% | 4,440 | -2.2% | 0.78% | -3.8% |
| Q3 2019 | $1,600,000 | -2.7% | 4,539 | -2.1% | 0.81% | -4.4% |
| Q2 2019 | $1,645,000 | +2.7% | 4,638 | 0.0% | 0.85% | -2.3% |
| Q1 2019 | $1,602,000 | +10.6% | 4,638 | -3.1% | 0.87% | -3.7% |
| Q4 2018 | $1,449,000 | -17.6% | 4,788 | +0.0% | 0.90% | -11.1% |
| Q3 2018 | $1,759,000 | +3.5% | 4,787 | 0.0% | 1.02% | -3.2% |
| Q2 2018 | $1,699,000 | +10.5% | 4,787 | +6.4% | 1.05% | +11.3% |
| Q1 2018 | $1,537,000 | -1.0% | 4,497 | +0.0% | 0.94% | -0.8% |
| Q4 2017 | $1,553,000 | +5.9% | 4,496 | 0.0% | 0.95% | +0.7% |
| Q3 2017 | $1,467,000 | +2.7% | 4,496 | 0.0% | 0.94% | -2.5% |
| Q2 2017 | $1,428,000 | +1.6% | 4,496 | 0.0% | 0.97% | -4.1% |
| Q1 2017 | $1,405,000 | -12.0% | 4,496 | -18.2% | 1.01% | -17.6% |
| Q4 2016 | $1,596,000 | – | 5,495 | – | 1.22% | – |
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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% |