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 | $4,584,943 | -0.3% | 10,040 | +4.6% | 0.06% | -24.0% |
| Q2 2023 | $4,599,167 | +6.1% | 9,602 | +1.6% | 0.08% | +1.4% |
| Q1 2023 | $4,334,522 | +0.4% | 9,452 | -3.1% | 0.07% | -11.9% |
| Q4 2022 | $4,318,578 | +21.9% | 9,751 | +10.5% | 0.08% | +6.3% |
| Q3 2022 | $3,544,000 | -4.0% | 8,827 | -1.3% | 0.08% | +1.3% |
| Q2 2022 | $3,693,000 | -18.4% | 8,942 | -3.1% | 0.08% | +25.8% |
| Q1 2022 | $4,524,000 | +6.2% | 9,224 | +12.1% | 0.06% | -44.1% |
| Q4 2021 | $4,258,000 | +8.2% | 8,225 | +0.5% | 0.11% | +14.4% |
| Q3 2021 | $3,936,000 | -3.6% | 8,186 | -1.6% | 0.10% | -33.1% |
| Q2 2021 | $4,084,000 | +2.5% | 8,317 | -0.7% | 0.14% | -40.8% |
| Q1 2021 | $3,986,000 | +15.4% | 8,377 | +1.7% | 0.24% | +3.8% |
| Q4 2020 | $3,454,000 | +20.5% | 8,236 | -2.3% | 0.24% | -14.8% |
| Q3 2020 | $2,866,000 | -0.1% | 8,427 | -4.6% | 0.28% | -3.5% |
| Q2 2020 | $2,868,000 | +172.1% | 8,832 | +119.9% | 0.29% | +70.8% |
| Q1 2020 | $1,054,000 | – | 4,016 | – | 0.17% | – |
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% |