SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,169 | -33.1% | 929 | -30.5% | 0.08% | -32.4% |
| Q2 2023 | $639,765 | -85.5% | 1,336 | -86.1% | 0.11% | -86.7% |
| Q1 2023 | $4,404,814 | +385.4% | 9,609 | +369.0% | 0.84% | +320.6% |
| Q4 2022 | $907,490 | +9.2% | 2,049 | -0.9% | 0.20% | +8.7% |
| Q3 2022 | $831,000 | +50.3% | 2,068 | +54.7% | 0.18% | +57.8% |
| Q2 2022 | $553,000 | -24.2% | 1,337 | -12.6% | 0.12% | +1.8% |
| Q1 2022 | $730,000 | -25.3% | 1,529 | -20.8% | 0.11% | -22.4% |
| Q4 2021 | $977,000 | -84.7% | 1,931 | -85.5% | 0.15% | -85.7% |
| Q3 2021 | $6,386,000 | -27.8% | 13,356 | -26.2% | 1.03% | -25.1% |
| Q2 2021 | $8,851,000 | +2910.5% | 18,105 | +2304.4% | 1.37% | +2303.5% |
| Q4 2020 | $294,000 | +19.0% | 753 | 0.0% | 0.06% | -10.9% |
| Q2 2020 | $247,000 | – | 753 | – | 0.06% | – |
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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% |