WADDELL & ASSOCIATES, LLC - SPDR S&P MIDCAP 400 ETF TR ownership

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
WADDELL & ASSOCIATES, LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$62,956,914
-3.8%
137,870
+0.8%
9.21%
-4.2%
Q2 2023$65,475,072
+5.4%
136,717
+0.9%
9.61%
-1.0%
Q1 2023$62,092,353
+3.2%
135,452
-0.3%
9.71%
-3.6%
Q4 2022$60,149,555
+12.1%
135,842
+1.7%
10.07%
-3.1%
Q3 2022$53,674,000
-0.9%
133,630
+2.0%
10.39%
-5.8%
Q2 2022$54,174,000
-15.7%
131,017
-0.1%
11.03%
+6.9%
Q1 2022$64,291,000
-3.4%
131,085
+2.0%
10.32%
-2.2%
Q4 2021$66,539,000
+8.8%
128,533
+1.1%
10.55%
+1.3%
Q3 2021$61,166,000
-0.7%
127,195
+1.4%
10.42%
+11.4%
Q2 2021$61,597,000
+3.7%
125,449
+0.6%
9.35%
-23.2%
Q1 2021$59,382,000
+16.4%
124,738
+2.6%
12.18%
+4.4%
Q4 2020$51,035,000
+25.9%
121,534
+1.6%
11.68%
+6.2%
Q3 2020$40,549,000
+6.1%
119,674
+1.6%
10.99%
-3.4%
Q2 2020$38,217,000
+31.8%
117,775
+6.7%
11.38%
-1.3%
Q1 2020$29,004,000110,33211.54%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 36,337$17,298,00040.66%
LCM Capital Management Inc 38,097$18,136,00016.22%
Resource Management, LLC 275,412$131,110,00015.78%
Johnson Midwest Financial, LLC 31,449$14,971,00015.67%
Conservest Capital Advisors, Inc. 230,166$109,570,00012.58%
WADDELL & ASSOCIATES, LLC 124,738$59,382,00012.18%
Tiller Private Wealth, Inc. 19,256$9,167,00011.45%
Oldfather Financial Services, LLC 41,053$19,888,00011.44%
Portland Global Advisors LLC 90,373$43,022,0009.14%
Arvest Bank Trust Division 316,822$150,823,0008.78%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders