SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,046 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $391,810 | -3.8% | 732 | 0.0% | 0.20% | -10.5% |
| Q1 2024 | $407,244 | +9.8% | 732 | +0.1% | 0.22% | +2.3% |
| Q4 2023 | $371,045 | +11.2% | 731 | 0.0% | 0.21% | +1.4% |
| Q3 2023 | $333,668 | -4.6% | 731 | +0.1% | 0.21% | -6.6% |
| Q2 2023 | $349,698 | +4.9% | 730 | 0.0% | 0.23% | +2.3% |
| Q1 2023 | $333,430 | +3.3% | 730 | +0.1% | 0.22% | +4.7% |
| Q4 2022 | $322,882 | +2.5% | 729 | -7.1% | 0.21% | +4.5% |
| Q3 2022 | $315,000 | -2.8% | 785 | +0.1% | 0.20% | +2.0% |
| Q2 2022 | $324,000 | -15.6% | 784 | 0.0% | 0.20% | -4.8% |
| Q1 2022 | $384,000 | -5.2% | 784 | +0.1% | 0.21% | 0.0% |
| Q4 2021 | $405,000 | +7.7% | 783 | 0.0% | 0.21% | -1.9% |
| Q3 2021 | $376,000 | -2.1% | 783 | +0.1% | 0.21% | -5.4% |
| Q2 2021 | $384,000 | +3.2% | 782 | 0.0% | 0.22% | -3.0% |
| Q1 2021 | $372,000 | +13.4% | 782 | +0.1% | 0.23% | +7.9% |
| Q4 2020 | $328,000 | +29.1% | 781 | +4.1% | 0.21% | +20.9% |
| Q3 2020 | $254,000 | +4.5% | 750 | 0.0% | 0.18% | +2.3% |
| Q2 2020 | $243,000 | +23.4% | 750 | +0.1% | 0.17% | +21.8% |
| Q1 2020 | $197,000 | -29.9% | 749 | 0.0% | 0.14% | -21.1% |
| Q4 2019 | $281,000 | – | 749 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |