SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,692,914 | +5.1% | 3,707 | +10.2% | 0.06% | -3.2% |
| Q2 2023 | $1,610,720 | +2.8% | 3,363 | -1.6% | 0.06% | -4.5% |
| Q1 2023 | $1,567,523 | +3.5% | 3,419 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $1,514,014 | +10.1% | 3,419 | -0.1% | 0.07% | +1.5% |
| Q3 2022 | $1,375,000 | -6.0% | 3,424 | -3.2% | 0.06% | -7.1% |
| Q2 2022 | $1,462,000 | +38.8% | 3,536 | +73.8% | 0.07% | +59.1% |
| Q4 2021 | $1,053,000 | +10.7% | 2,034 | +2.9% | 0.04% | -2.2% |
| Q3 2021 | $951,000 | -2.9% | 1,977 | 0.0% | 0.04% | -6.2% |
| Q2 2021 | $979,000 | +32.8% | 1,977 | +29.5% | 0.05% | +14.3% |
| Q1 2021 | $737,000 | -78.7% | 1,527 | -81.4% | 0.04% | -83.2% |
| Q4 2020 | $3,456,000 | +27.3% | 8,229 | +2.7% | 0.25% | +2.9% |
| Q3 2020 | $2,714,000 | +92.1% | 8,011 | +83.9% | 0.24% | +72.3% |
| Q2 2020 | $1,413,000 | +48.4% | 4,355 | +20.3% | 0.14% | +10.2% |
| Q1 2020 | $952,000 | -23.0% | 3,621 | +9.9% | 0.13% | -17.4% |
| Q4 2019 | $1,237,000 | – | 3,294 | – | 0.16% | – |
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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% |