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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,763,026 | -1.6% | 3,861 | +3.2% | 0.73% | +1.7% |
| Q2 2023 | $1,791,092 | +8.2% | 3,740 | +3.6% | 0.72% | +8.6% |
| Q1 2023 | $1,654,645 | +3.5% | 3,610 | +0.0% | 0.66% | -1.3% |
| Q4 2022 | $1,598,029 | +10.9% | 3,609 | +3.6% | 0.67% | +8.6% |
| Q3 2022 | $1,441,000 | 0.0% | 3,484 | 0.0% | 0.62% | 0.0% |
| Q2 2022 | $1,441,000 | -15.7% | 3,484 | 0.0% | 0.62% | -3.8% |
| Q1 2022 | $1,709,000 | -5.3% | 3,484 | 0.0% | 0.64% | -5.1% |
| Q4 2021 | $1,804,000 | +8.3% | 3,484 | +0.6% | 0.67% | +8.2% |
| Q3 2021 | $1,666,000 | -0.6% | 3,464 | +1.5% | 0.62% | +2.0% |
| Q2 2021 | $1,676,000 | +3.1% | 3,414 | 0.0% | 0.61% | -7.9% |
| Q1 2021 | $1,625,000 | +13.3% | 3,414 | 0.0% | 0.66% | +5.4% |
| Q4 2020 | $1,434,000 | +22.1% | 3,414 | -1.4% | 0.63% | +4.3% |
| Q3 2020 | $1,174,000 | -1.9% | 3,464 | -6.1% | 0.60% | -11.2% |
| Q2 2020 | $1,197,000 | -2.7% | 3,689 | -21.1% | 0.68% | -20.6% |
| Q1 2020 | $1,230,000 | -38.7% | 4,677 | -12.5% | 0.85% | -34.3% |
| Q4 2019 | $2,007,000 | +6.1% | 5,347 | -0.4% | 1.30% | -4.6% |
| Q3 2019 | $1,892,000 | +15.9% | 5,367 | -0.5% | 1.36% | -8.6% |
| Q2 2019 | $1,632,000 | -13.0% | 5,392 | +0.9% | 1.49% | +24.9% |
| Q1 2019 | $1,876,000 | +15.0% | 5,343 | -0.9% | 1.19% | -3.9% |
| Q4 2018 | $1,632,000 | – | 5,392 | – | 1.24% | – |
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% |