SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,804 | -7.2% | 1,034 | -2.7% | 0.02% | -4.8% |
| Q2 2023 | $509,451 | +4.6% | 1,063 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $486,850 | +3.6% | 1,063 | +0.1% | 0.02% | -4.2% |
| Q4 2022 | $469,963 | +10.3% | 1,062 | +0.2% | 0.02% | 0.0% |
| Q3 2022 | $426,000 | -2.7% | 1,060 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $438,000 | -8.4% | 1,059 | +10.5% | 0.02% | -14.3% |
| Q1 2022 | $478,000 | -1.2% | 958 | +0.1% | 0.03% | -6.7% |
| Q4 2021 | $484,000 | +5.2% | 957 | 0.0% | 0.03% | -6.2% |
| Q3 2021 | $460,000 | +41.5% | 957 | +44.8% | 0.03% | +33.3% |
| Q2 2021 | $325,000 | +3.2% | 661 | 0.0% | 0.02% | -20.0% |
| Q1 2021 | $315,000 | +13.3% | 661 | 0.0% | 0.03% | +3.4% |
| Q4 2020 | $278,000 | +24.1% | 661 | 0.0% | 0.03% | +7.4% |
| Q3 2020 | $224,000 | +4.7% | 661 | 0.0% | 0.03% | -22.9% |
| Q2 2020 | $214,000 | -14.1% | 661 | -0.3% | 0.04% | -36.4% |
| Q4 2019 | $249,000 | +6.4% | 663 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $234,000 | -0.4% | 663 | 0.0% | 0.06% | -5.1% |
| Q2 2019 | $235,000 | +2.6% | 663 | 0.0% | 0.06% | -19.2% |
| Q1 2019 | $229,000 | – | 663 | – | 0.07% | – |
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% |