SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,708,757 | -7.0% | 10,312 | +0.0% | 1.61% | -2.2% |
| Q2 2023 | $5,062,726 | +6.4% | 10,308 | -0.7% | 1.65% | -3.8% |
| Q1 2023 | $4,758,405 | +2.1% | 10,380 | -1.3% | 1.71% | -1.1% |
| Q4 2022 | $4,658,462 | +10.0% | 10,521 | -0.2% | 1.73% | +0.5% |
| Q3 2022 | $4,236,000 | -2.8% | 10,546 | +0.0% | 1.72% | +1.7% |
| Q2 2022 | $4,359,000 | -15.8% | 10,542 | -0.1% | 1.70% | 0.0% |
| Q1 2022 | $5,175,000 | -5.2% | 10,551 | +0.0% | 1.70% | -1.6% |
| Q4 2021 | $5,460,000 | +5.0% | 10,547 | -0.4% | 1.72% | +0.1% |
| Q3 2021 | $5,198,000 | 0.0% | 10,585 | 0.0% | 1.72% | -8.3% |
| Q2 2021 | $5,198,000 | +3.0% | 10,585 | -0.1% | 1.88% | +4.6% |
| Q1 2021 | $5,045,000 | +13.0% | 10,598 | -0.3% | 1.79% | +5.7% |
| Q4 2020 | $4,465,000 | +24.4% | 10,633 | +0.4% | 1.70% | +5.7% |
| Q3 2020 | $3,589,000 | +2.6% | 10,591 | -1.7% | 1.61% | -1.0% |
| Q2 2020 | $3,497,000 | +9.3% | 10,778 | -11.4% | 1.62% | -2.5% |
| Q1 2020 | $3,198,000 | -29.9% | 12,164 | +0.1% | 1.66% | -14.5% |
| Q4 2019 | $4,561,000 | – | 12,150 | – | 1.95% | – |
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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% |