SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $881,382 | -3.5% | 1,930 | +1.2% | 0.07% | -19.0% |
| Q2 2023 | $913,192 | -12.1% | 1,907 | -15.8% | 0.08% | +27.3% |
| Q1 2023 | $1,038,601 | +19.1% | 2,266 | +15.1% | 0.07% | -24.1% |
| Q4 2022 | $871,920 | +15.5% | 1,969 | +4.7% | 0.09% | +200.0% |
| Q3 2022 | $755,000 | -3.6% | 1,881 | -0.6% | 0.03% | -73.1% |
| Q2 2022 | $783,000 | -18.4% | 1,892 | -3.2% | 0.11% | +4.9% |
| Q1 2022 | $959,000 | -0.7% | 1,955 | +4.8% | 0.10% | +3.0% |
| Q4 2021 | $966,000 | +295.9% | 1,865 | +288.5% | 0.10% | +222.6% |
| Q3 2021 | $244,000 | +3.4% | 480 | 0.0% | 0.03% | -6.1% |
| Q2 2021 | $236,000 | +11.8% | 480 | +7.9% | 0.03% | -8.3% |
| Q1 2021 | $211,000 | +46.5% | 445 | -6.5% | 0.04% | -41.9% |
| Q4 2018 | $144,000 | +350.0% | 476 | +401.1% | 0.06% | +313.3% |
| Q1 2018 | $32,000 | -3.0% | 95 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $33,000 | – | 95 | – | 0.02% | – |
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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% |