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 | $15,779,167 | -2.3% | 34,555 | +2.5% | 5.61% | -2.1% |
| Q2 2023 | $16,145,759 | +9.0% | 33,714 | +4.4% | 5.73% | -1.8% |
| Q1 2023 | $14,807,244 | +5.1% | 32,301 | +1.5% | 5.83% | -5.3% |
| Q4 2022 | $14,085,500 | +13.3% | 31,811 | +2.7% | 6.15% | -2.3% |
| Q3 2022 | $12,437,000 | +0.3% | 30,964 | +3.3% | 6.30% | +0.4% |
| Q2 2022 | $12,396,000 | -13.5% | 29,978 | +2.6% | 6.27% | -1.0% |
| Q1 2022 | $14,334,000 | -1.3% | 29,226 | +4.1% | 6.33% | +2.9% |
| Q4 2021 | $14,529,000 | +9.0% | 28,065 | +1.2% | 6.16% | +0.7% |
| Q3 2021 | $13,330,000 | -0.6% | 27,720 | +1.5% | 6.11% | -4.4% |
| Q2 2021 | $13,414,000 | +3.6% | 27,320 | +0.5% | 6.39% | -9.8% |
| Q1 2021 | $12,947,000 | +13.3% | 27,196 | -0.0% | 7.08% | +0.1% |
| Q4 2020 | $11,425,000 | +24.9% | 27,209 | +0.8% | 7.08% | +9.4% |
| Q3 2020 | $9,149,000 | +3.1% | 26,995 | -1.3% | 6.47% | -7.7% |
| Q2 2020 | $8,874,000 | +50.0% | 27,347 | +21.5% | 7.01% | +19.9% |
| Q1 2020 | $5,917,000 | -41.5% | 22,510 | -16.4% | 5.85% | -29.9% |
| Q4 2019 | $10,106,000 | +12.7% | 26,921 | +5.9% | 8.34% | -0.0% |
| Q3 2019 | $8,964,000 | – | 25,431 | – | 8.35% | – |
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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% |