SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $101,050 | +4.5% | 211 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $96,725 | +14.1% | 211 | 0.0% | 0.02% | -12.0% |
| Q4 2022 | $84,750 | -0.3% | 211 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $85,000 | -2.3% | 211 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $87,000 | -15.5% | 211 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $103,000 | -5.5% | 211 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $109,000 | +7.9% | 211 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $101,000 | -2.9% | 211 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $104,000 | +4.0% | 211 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $100,000 | +12.4% | 211 | 0.0% | 0.03% | +8.3% |
| Q4 2020 | $89,000 | – | 211 | – | 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% |