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 | $321,018 | -4.7% | 703 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $336,674 | +0.8% | 703 | -3.4% | 0.02% | -6.2% |
| Q1 2023 | $333,921 | +18.8% | 728 | +14.6% | 0.02% | +6.7% |
| Q4 2022 | $281,172 | +10.3% | 635 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $255,000 | +8.1% | 635 | +11.4% | 0.02% | +6.7% |
| Q2 2022 | $236,000 | -31.0% | 570 | -18.2% | 0.02% | -11.8% |
| Q1 2022 | $342,000 | +15.9% | 697 | +22.3% | 0.02% | +6.2% |
| Q4 2021 | $295,000 | -0.3% | 570 | -7.5% | 0.02% | -5.9% |
| Q3 2021 | $296,000 | -12.7% | 616 | -10.9% | 0.02% | -19.0% |
| Q2 2021 | $339,000 | +15.7% | 691 | +12.2% | 0.02% | +50.0% |
| Q1 2021 | $293,000 | +14.0% | 616 | +0.7% | 0.01% | +7.7% |
| Q4 2020 | $257,000 | +121.6% | 612 | +78.9% | 0.01% | +30.0% |
| Q3 2020 | $116,000 | +4.5% | 342 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $111,000 | +11.0% | 342 | -4.2% | 0.01% | -9.1% |
| Q1 2020 | $100,000 | -29.6% | 357 | -5.8% | 0.01% | -21.4% |
| Q4 2019 | $142,000 | +14.5% | 379 | +7.7% | 0.01% | 0.0% |
| Q3 2019 | $124,000 | +2380.0% | 352 | +2414.3% | 0.01% | +1300.0% |
| Q2 2019 | $5,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | -44.4% | 14 | -46.2% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | -79.5% | 26 | -79.5% | 0.00% | -85.7% |
| Q4 2017 | $44,000 | +7.3% | 127 | 0.0% | 0.01% | -22.2% |
| Q3 2017 | $41,000 | – | 127 | – | 0.01% | – |
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% |