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 | $2,016,906 | +1.3% | 4,417 | +6.3% | 1.45% | +4.9% |
| Q2 2023 | $1,990,350 | +1.7% | 4,156 | -2.7% | 1.39% | -5.1% |
| Q1 2023 | $1,957,869 | +3.9% | 4,271 | +0.4% | 1.46% | -5.2% |
| Q4 2022 | $1,884,071 | +20.5% | 4,255 | +9.3% | 1.54% | +6.7% |
| Q3 2022 | $1,564,000 | +0.3% | 3,894 | +3.2% | 1.44% | -7.1% |
| Q2 2022 | $1,560,000 | -16.0% | 3,772 | -0.4% | 1.55% | +3.8% |
| Q1 2022 | $1,857,000 | -3.7% | 3,786 | +1.7% | 1.50% | +2.8% |
| Q4 2021 | $1,928,000 | -29.1% | 3,724 | -34.1% | 1.46% | -32.9% |
| Q3 2021 | $2,719,000 | -0.6% | 5,654 | +1.5% | 2.17% | +1.6% |
| Q2 2021 | $2,735,000 | +2.2% | 5,571 | -0.9% | 2.13% | -4.1% |
| Q1 2021 | $2,676,000 | +5.2% | 5,622 | -7.2% | 2.22% | -5.6% |
| Q4 2020 | $2,544,000 | +26.8% | 6,058 | +2.3% | 2.36% | +9.9% |
| Q3 2020 | $2,007,000 | +9.4% | 5,924 | +4.8% | 2.14% | +1.8% |
| Q2 2020 | $1,835,000 | +22.8% | 5,655 | -0.5% | 2.11% | +2.0% |
| Q1 2020 | $1,494,000 | -28.4% | 5,685 | +2.2% | 2.06% | -3.5% |
| Q4 2019 | $2,088,000 | – | 5,562 | – | 2.14% | – |
Download | ||||||
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% |