SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,251,793 | +180.0% | 7,094 | +170.5% | 1.39% | +137.3% |
| Q4 2022 | $1,161,224 | +33.0% | 2,623 | +20.7% | 0.58% | +18.9% |
| Q3 2022 | $873,000 | -29.8% | 2,174 | -27.7% | 0.49% | -18.7% |
| Q2 2022 | $1,244,000 | +503.9% | 3,008 | +614.5% | 0.60% | +646.9% |
| Q1 2022 | $206,000 | -46.2% | 421 | -43.0% | 0.08% | -56.9% |
| Q4 2021 | $383,000 | -96.3% | 739 | -96.6% | 0.19% | -95.6% |
| Q3 2021 | $10,439,000 | -13.6% | 21,708 | -11.0% | 4.32% | -7.8% |
| Q2 2021 | $12,079,000 | +98.8% | 24,389 | +91.0% | 4.68% | +74.1% |
| Q1 2021 | $6,077,000 | +1259.5% | 12,766 | +972.8% | 2.69% | +1011.6% |
| Q4 2019 | $447,000 | – | 1,190 | – | 0.24% | – |
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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% |