SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,964 | -4.6% | 452 | +0.2% | 0.04% | +2.3% |
| Q2 2023 | $215,870 | +4.5% | 451 | 0.0% | 0.04% | -2.3% |
| Q1 2023 | $206,512 | +3.6% | 451 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $199,329 | +10.1% | 451 | +0.2% | 0.04% | 0.0% |
| Q3 2022 | $181,000 | -2.7% | 450 | +0.2% | 0.04% | 0.0% |
| Q2 2022 | $186,000 | -15.5% | 449 | 0.0% | 0.04% | -2.2% |
| Q1 2022 | $220,000 | -5.2% | 449 | 0.0% | 0.05% | -4.2% |
| Q4 2021 | $232,000 | +7.4% | 449 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $216,000 | -1.8% | 449 | +0.2% | 0.05% | +2.1% |
| Q2 2021 | $220,000 | +3.3% | 448 | 0.0% | 0.05% | -9.6% |
| Q1 2021 | $213,000 | +22.4% | 448 | +8.0% | 0.05% | +15.6% |
| Q4 2020 | $174,000 | +23.4% | 415 | 0.0% | 0.04% | +7.1% |
| Q3 2020 | $141,000 | +4.4% | 415 | 0.0% | 0.04% | -4.5% |
| Q2 2020 | $135,000 | +23.9% | 415 | +0.2% | 0.04% | +7.3% |
| Q1 2020 | $109,000 | -28.8% | 414 | +1.7% | 0.04% | -14.6% |
| Q4 2019 | $153,000 | +7.0% | 407 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $143,000 | -0.7% | 407 | 0.0% | 0.05% | -3.9% |
| Q2 2019 | $144,000 | +2.9% | 407 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $140,000 | +13.8% | 407 | 0.0% | 0.05% | +4.1% |
| Q4 2018 | $123,000 | – | 407 | – | 0.05% | – |
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% |