SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,424,591 | -15.9% | 5,441 | -11.4% | 0.24% | -17.4% |
| Q2 2023 | $2,884,414 | +2.7% | 6,143 | -1.4% | 0.29% | -5.6% |
| Q1 2023 | $2,808,130 | +3.5% | 6,233 | +0.1% | 0.30% | -5.9% |
| Q4 2022 | $2,713,419 | +1335.7% | 6,225 | +1023.6% | 0.32% | +1146.2% |
| Q3 2022 | $189,000 | -30.8% | 554 | -24.5% | 0.03% | -44.7% |
| Q2 2022 | $273,000 | -15.7% | 734 | +1.4% | 0.05% | -7.8% |
| Q1 2022 | $324,000 | -5.8% | 724 | +0.7% | 0.05% | -5.6% |
| Q4 2021 | $344,000 | +1009.7% | 719 | +559.6% | 0.05% | +800.0% |
| Q3 2021 | $31,000 | +3000.0% | 109 | +179.5% | 0.01% | – |
| Q2 2021 | $1,000 | 0.0% | 39 | +30.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 30 | +42.9% | 0.00% | – |
| Q4 2020 | $1,000 | – | 21 | – | 0.00% | – |
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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% |