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 | $3,489,923 | -4.6% | 7,643 | +0.0% | 2.24% | -1.9% |
| Q2 2023 | $3,659,210 | +3.5% | 7,641 | -0.9% | 2.29% | +4.1% |
| Q1 2023 | $3,534,377 | +3.6% | 7,710 | +0.0% | 2.20% | +2.5% |
| Q4 2022 | $3,413,000 | -4.0% | 7,708 | -12.9% | 2.14% | -13.3% |
| Q3 2022 | $3,554,000 | -2.8% | 8,847 | +0.0% | 2.47% | +4.3% |
| Q2 2022 | $3,658,000 | -15.7% | 8,846 | +0.0% | 2.37% | +1.7% |
| Q1 2022 | $4,338,000 | -5.2% | 8,844 | +0.0% | 2.33% | -4.5% |
| Q4 2021 | $4,577,000 | +7.7% | 8,842 | +0.0% | 2.44% | -0.9% |
| Q3 2021 | $4,251,000 | -2.1% | 8,841 | +0.0% | 2.46% | +1.5% |
| Q2 2021 | $4,340,000 | +3.9% | 8,839 | +0.7% | 2.42% | -0.5% |
| Q1 2021 | $4,179,000 | +13.4% | 8,778 | +0.0% | 2.44% | -0.8% |
| Q4 2020 | $3,685,000 | +23.9% | 8,776 | +0.0% | 2.46% | +12.9% |
| Q3 2020 | $2,973,000 | +0.2% | 8,774 | -4.0% | 2.17% | -0.6% |
| Q2 2020 | $2,967,000 | +23.5% | 9,142 | +0.0% | 2.19% | +3.0% |
| Q1 2020 | $2,403,000 | -29.9% | 9,140 | +0.0% | 2.12% | -7.0% |
| Q4 2019 | $3,430,000 | +6.3% | 9,137 | -0.2% | 2.28% | -0.2% |
| Q3 2019 | $3,227,000 | -1.8% | 9,154 | -1.2% | 2.29% | -2.3% |
| Q2 2019 | $3,287,000 | +2.7% | 9,268 | +0.0% | 2.34% | +6.4% |
| Q1 2019 | $3,201,000 | +14.2% | 9,267 | +0.0% | 2.20% | +2.8% |
| Q4 2018 | $2,804,000 | -19.4% | 9,265 | -2.1% | 2.14% | -12.9% |
| Q3 2018 | $3,477,000 | +3.5% | 9,462 | +0.0% | 2.46% | -2.1% |
| Q2 2018 | $3,359,000 | +3.7% | 9,460 | -0.1% | 2.51% | -0.2% |
| Q1 2018 | $3,238,000 | -1.0% | 9,474 | +0.0% | 2.52% | +3.3% |
| Q4 2017 | $3,272,000 | – | 9,473 | – | 2.43% | – |
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% |