SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,023,378 | -5.6% | 2,244 | +0.6% | 0.10% | -6.3% |
| Q2 2023 | $1,083,673 | +6.1% | 2,230 | +0.1% | 0.11% | -5.1% |
| Q1 2023 | $1,021,337 | +4.5% | 2,228 | +1.0% | 0.12% | -6.4% |
| Q4 2022 | $977,237 | +10.2% | 2,207 | 0.0% | 0.12% | -6.7% |
| Q3 2022 | $887,000 | +1.8% | 2,207 | +4.8% | 0.13% | -4.3% |
| Q2 2022 | $871,000 | -15.7% | 2,106 | 0.0% | 0.14% | -19.5% |
| Q1 2022 | $1,033,000 | -5.3% | 2,106 | 0.0% | 0.17% | -9.8% |
| Q4 2021 | $1,091,000 | +7.8% | 2,106 | 0.0% | 0.19% | -17.5% |
| Q3 2021 | $1,012,000 | – | 2,106 | – | 0.23% | – |
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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% |