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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $466,661 | -1.9% | 1,018 | -5.2% | 0.07% | -18.2% |
| Q4 2022 | $475,556 | +13.7% | 1,074 | +3.2% | 0.09% | -1.1% |
| Q3 2022 | $418,128 | -1.4% | 1,041 | +1.5% | 0.09% | -3.3% |
| Q2 2022 | $424,000 | -40.4% | 1,026 | -29.3% | 0.09% | -33.8% |
| Q1 2022 | $712,000 | -5.3% | 1,452 | 0.0% | 0.14% | -2.8% |
| Q4 2021 | $752,000 | -4.0% | 1,452 | -10.9% | 0.14% | -37.8% |
| Q3 2021 | $783,000 | +2.6% | 1,629 | +4.9% | 0.23% | -7.6% |
| Q2 2021 | $763,000 | +8377.8% | 1,553 | +5446.4% | 0.25% | – |
| Q3 2019 | $9,000 | -88.0% | 28 | -86.9% | 0.00% | -100.0% |
| Q1 2019 | $75,000 | +87.5% | 214 | +76.9% | 0.03% | +70.0% |
| Q4 2018 | $40,000 | -50.6% | 121 | -45.0% | 0.02% | -53.5% |
| Q3 2018 | $81,000 | -35.7% | 220 | -38.2% | 0.04% | -41.1% |
| Q2 2018 | $126,000 | -94.7% | 356 | -94.9% | 0.07% | -94.0% |
| Q1 2018 | $2,373,000 | +2321.4% | 6,944 | +2261.9% | 1.22% | +2166.7% |
| Q4 2017 | $98,000 | – | 294 | – | 0.05% | – |
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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% |