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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $314,644 | +4.5% | 657 | 0.0% | 0.07% | -9.6% |
| Q1 2023 | $301,175 | +3.5% | 657 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $290,913 | -0.0% | 657 | 0.0% | 0.07% | -6.5% |
| Q3 2022 | $291,000 | +7.0% | 657 | 0.0% | 0.08% | -3.8% |
| Q2 2022 | $272,000 | -15.5% | 657 | 0.0% | 0.08% | -20.8% |
| Q1 2022 | $322,000 | -5.3% | 657 | 0.0% | 0.10% | -4.7% |
| Q4 2021 | $340,000 | +7.6% | 657 | 0.0% | 0.11% | -1.9% |
| Q3 2021 | $316,000 | -2.2% | 657 | 0.0% | 0.11% | -3.6% |
| Q2 2021 | $323,000 | +34.0% | 657 | +29.6% | 0.11% | +20.4% |
| Q1 2021 | $241,000 | +13.1% | 507 | 0.0% | 0.09% | -2.1% |
| Q4 2020 | $213,000 | +23.8% | 507 | 0.0% | 0.10% | +10.5% |
| Q3 2020 | $172,000 | +4.2% | 507 | 0.0% | 0.09% | -3.4% |
| Q2 2020 | $165,000 | +24.1% | 507 | 0.0% | 0.09% | +1.1% |
| Q1 2020 | $133,000 | -30.0% | 507 | 0.0% | 0.09% | -18.5% |
| Q4 2019 | $190,000 | +15.9% | 507 | +9.0% | 0.11% | +9.1% |
| Q3 2019 | $164,000 | +78.3% | 465 | +78.8% | 0.10% | +76.8% |
| Q2 2019 | $92,000 | +2.2% | 260 | 0.0% | 0.06% | -1.8% |
| Q1 2019 | $90,000 | +13.9% | 260 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $79,000 | -12.2% | 260 | 0.0% | 0.06% | -5.0% |
| Q3 2018 | $90,000 | -45.8% | 260 | -44.3% | 0.06% | -50.8% |
| Q2 2018 | $166,000 | +3.8% | 467 | 0.0% | 0.12% | 0.0% |
| Q1 2018 | $160,000 | – | 467 | – | 0.12% | – |
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% |