SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,351,198 | -22.6% | 2,959 | -18.8% | 0.16% | -19.8% |
| Q2 2023 | $1,744,669 | +1.9% | 3,643 | -2.5% | 0.20% | -2.9% |
| Q1 2023 | $1,712,161 | +1.3% | 3,735 | -2.2% | 0.21% | -1.9% |
| Q4 2022 | $1,690,572 | +9.8% | 3,818 | -0.4% | 0.21% | -0.9% |
| Q3 2022 | $1,539,000 | -3.4% | 3,832 | -0.5% | 0.21% | -40.6% |
| Q2 2022 | $1,593,000 | -14.6% | 3,852 | +1.3% | 0.36% | +62.2% |
| Q1 2022 | $1,866,000 | -2.7% | 3,804 | +2.7% | 0.22% | -3.9% |
| Q4 2021 | $1,918,000 | +9.0% | 3,705 | +1.3% | 0.23% | -1.7% |
| Q3 2021 | $1,759,000 | -1.8% | 3,658 | +0.3% | 0.24% | -40.4% |
| Q2 2021 | $1,791,000 | +4.6% | 3,648 | +1.4% | 0.39% | -5.7% |
| Q1 2021 | $1,713,000 | +11.0% | 3,598 | -2.1% | 0.42% | +4.5% |
| Q4 2020 | $1,543,000 | +25.2% | 3,675 | +1.1% | 0.40% | +3.9% |
| Q3 2020 | $1,232,000 | +7.6% | 3,636 | +3.1% | 0.38% | -3.0% |
| Q2 2020 | $1,145,000 | +26.8% | 3,528 | +2.7% | 0.40% | +1.8% |
| Q1 2020 | $903,000 | -22.7% | 3,434 | +10.3% | 0.39% | -8.0% |
| Q4 2019 | $1,168,000 | – | 3,112 | – | 0.42% | – |
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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% |