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 | $1,315,588 | -4.7% | 2,881 | 0.0% | 0.73% | -3.3% |
| Q2 2023 | $1,379,748 | +22.2% | 2,881 | +17.0% | 0.76% | +16.8% |
| Q1 2023 | $1,128,662 | +45.7% | 2,462 | +40.8% | 0.65% | +42.9% |
| Q4 2022 | $774,431 | +8.5% | 1,749 | -1.7% | 0.46% | +4.6% |
| Q3 2022 | $714,000 | -18.2% | 1,779 | -15.7% | 0.44% | -11.4% |
| Q2 2022 | $873,000 | -18.9% | 2,111 | -3.8% | 0.49% | -4.7% |
| Q1 2022 | $1,076,000 | -5.3% | 2,194 | +0.0% | 0.52% | +0.4% |
| Q4 2021 | $1,136,000 | +7.1% | 2,193 | -0.6% | 0.51% | +2.4% |
| Q3 2021 | $1,061,000 | -2.1% | 2,207 | 0.0% | 0.50% | -1.8% |
| Q2 2021 | $1,084,000 | -1.3% | 2,207 | -4.3% | 0.51% | -5.6% |
| Q1 2021 | $1,098,000 | +8.6% | 2,307 | -4.2% | 0.54% | +5.9% |
| Q4 2020 | $1,011,000 | +65.7% | 2,407 | +33.6% | 0.51% | -14.6% |
| Q3 2020 | $610,000 | -21.4% | 1,801 | -24.7% | 0.60% | -3.4% |
| Q2 2020 | $776,000 | -46.0% | 2,393 | -56.3% | 0.62% | -55.2% |
| Q1 2020 | $1,438,000 | -30.0% | 5,471 | +0.0% | 1.38% | +15.4% |
| Q4 2019 | $2,053,000 | +6.5% | 5,469 | +0.1% | 1.20% | -2.2% |
| Q3 2019 | $1,927,000 | -1.5% | 5,466 | -1.0% | 1.22% | -14.5% |
| Q2 2019 | $1,957,000 | +2.7% | 5,520 | +0.0% | 1.43% | -3.6% |
| Q1 2019 | $1,906,000 | +14.1% | 5,519 | +0.1% | 1.48% | +12.2% |
| Q4 2018 | $1,670,000 | -17.9% | 5,516 | -0.3% | 1.32% | -15.1% |
| Q3 2018 | $2,034,000 | +3.6% | 5,535 | +0.0% | 1.56% | +1.4% |
| Q2 2018 | $1,964,000 | +1.2% | 5,533 | -2.6% | 1.54% | -4.2% |
| Q1 2018 | $1,941,000 | -1.6% | 5,681 | -0.5% | 1.60% | -9.6% |
| Q4 2017 | $1,972,000 | +5.9% | 5,709 | +0.1% | 1.77% | +11.6% |
| Q3 2017 | $1,862,000 | +1.9% | 5,706 | -0.9% | 1.59% | -11.6% |
| Q2 2017 | $1,828,000 | – | 5,755 | – | 1.80% | – |
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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% |