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 | $1,549,380 | -7.4% | 3,393 | -2.9% | 0.17% | -2.8% |
| Q2 2023 | $1,672,833 | +3.9% | 3,493 | -0.5% | 0.18% | -5.8% |
| Q1 2023 | $1,609,478 | +3.2% | 3,511 | -0.3% | 0.19% | -1.6% |
| Q4 2022 | $1,559,949 | +11.2% | 3,523 | +0.9% | 0.19% | -19.0% |
| Q3 2022 | $1,403,000 | -2.8% | 3,493 | 0.0% | 0.24% | -0.8% |
| Q2 2022 | $1,444,000 | -16.4% | 3,493 | -0.9% | 0.24% | -10.5% |
| Q1 2022 | $1,728,000 | +10700.0% | 3,523 | +11643.3% | 0.27% | +13250.0% |
| Q4 2021 | $16,000 | +14.3% | 30 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $14,000 | -6.7% | 30 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $15,000 | +7.1% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +30.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | – | 30 | – | 0.00% | – |
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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% |