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 | $14,959,029 | -6.6% | 32,759 | -2.1% | 1.45% | -0.3% |
| Q2 2023 | $16,019,584 | +5.8% | 33,450 | +1.2% | 1.46% | -19.7% |
| Q1 2023 | $15,148,340 | +4091.1% | 33,045 | +3949.6% | 1.82% | +2226.9% |
| Q4 2022 | $361,437 | +20.1% | 816 | +8.8% | 0.08% | -4.9% |
| Q3 2022 | $301,000 | -22.4% | 750 | -20.0% | 0.08% | -22.6% |
| Q2 2022 | $388,000 | -15.5% | 938 | +0.1% | 0.11% | -3.6% |
| Q1 2022 | $459,000 | -34.4% | 937 | -30.7% | 0.11% | -41.8% |
| Q4 2021 | $700,000 | +7.7% | 1,353 | +0.1% | 0.19% | -43.1% |
| Q3 2021 | $650,000 | -2.0% | 1,352 | +0.1% | 0.33% | -2.9% |
| Q2 2021 | $663,000 | +3.1% | 1,351 | +0.1% | 0.34% | -3.4% |
| Q1 2021 | $643,000 | +4.2% | 1,350 | -8.0% | 0.35% | -0.6% |
| Q4 2020 | $617,000 | +25.2% | 1,468 | +1.0% | 0.36% | +10.2% |
| Q3 2020 | $493,000 | +4.7% | 1,454 | +0.1% | 0.32% | -5.3% |
| Q2 2020 | $471,000 | -88.2% | 1,452 | -90.4% | 0.34% | -86.6% |
| Q1 2020 | $3,980,000 | -35.4% | 15,139 | -7.7% | 2.54% | -6.6% |
| Q4 2019 | $6,160,000 | +6.5% | 16,410 | +0.0% | 2.72% | -5.3% |
| Q3 2019 | $5,784,000 | -0.9% | 16,409 | -0.3% | 2.88% | -6.8% |
| Q2 2019 | $5,834,000 | -1.6% | 16,453 | -4.2% | 3.09% | -7.4% |
| Q1 2019 | $5,929,000 | -3.6% | 17,167 | -15.5% | 3.33% | -25.4% |
| Q4 2018 | $6,151,000 | – | 20,322 | – | 4.47% | – |
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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% |