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 | $6,258,407 | -4.9% | 13,705 | -0.3% | 1.56% | -1.8% |
| Q2 2023 | $6,581,456 | +7.4% | 13,743 | +2.8% | 1.59% | +3.8% |
| Q1 2023 | $6,126,276 | -5.4% | 13,364 | -8.7% | 1.53% | -8.1% |
| Q4 2022 | $6,478,632 | +28.2% | 14,631 | +16.3% | 1.67% | +17.3% |
| Q3 2022 | $5,055,000 | -5.8% | 12,585 | -3.0% | 1.42% | -0.1% |
| Q2 2022 | $5,365,000 | -14.0% | 12,974 | +1.9% | 1.43% | -1.5% |
| Q1 2022 | $6,242,000 | -1.0% | 12,726 | +4.5% | 1.45% | -5.5% |
| Q4 2021 | $6,303,000 | +7.5% | 12,176 | -0.1% | 1.53% | -6.2% |
| Q3 2021 | $5,861,000 | +3.0% | 12,189 | +5.2% | 1.63% | +1.4% |
| Q2 2021 | $5,690,000 | +5.8% | 11,589 | +2.6% | 1.61% | -9.8% |
| Q1 2021 | $5,377,000 | +22.4% | 11,295 | +7.9% | 1.79% | +11.4% |
| Q4 2020 | $4,394,000 | +31.3% | 10,465 | +5.9% | 1.60% | +11.5% |
| Q3 2020 | $3,347,000 | +15.3% | 9,878 | +10.4% | 1.44% | +7.2% |
| Q2 2020 | $2,904,000 | +22.0% | 8,950 | -1.2% | 1.34% | +2.0% |
| Q1 2020 | $2,381,000 | -30.8% | 9,057 | -1.2% | 1.32% | -2.9% |
| Q4 2019 | $3,440,000 | +8.7% | 9,165 | +2.1% | 1.36% | +0.1% |
| Q3 2019 | $3,164,000 | +23.0% | 8,977 | +23.7% | 1.35% | -24.6% |
| Q2 2019 | $2,573,000 | +2.5% | 7,255 | -0.2% | 1.80% | -1.9% |
| Q1 2019 | $2,511,000 | -11.2% | 7,269 | -22.2% | 1.83% | -15.7% |
| Q4 2018 | $2,827,000 | – | 9,339 | – | 2.17% | – |
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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% |