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 | $748,888 | -4.7% | 1,640 | 0.0% | 0.24% | -3.3% |
| Q2 2023 | $785,412 | +108.9% | 1,640 | +100.0% | 0.24% | -3.6% |
| Q1 2023 | $375,896 | +3.0% | 820 | -9.7% | 0.25% | -9.0% |
| Q3 2022 | $365,000 | -2.7% | 908 | 0.0% | 0.28% | +0.7% |
| Q2 2022 | $375,000 | -57.9% | 908 | -50.0% | 0.28% | +0.4% |
| Q1 2022 | $891,000 | +87.6% | 1,816 | +97.8% | 0.28% | -8.9% |
| Q4 2021 | $475,000 | -46.1% | 918 | -50.0% | 0.30% | +1.0% |
| Q3 2021 | $882,000 | +95.6% | 1,836 | +100.0% | 0.30% | -4.8% |
| Q2 2021 | $451,000 | +3.2% | 918 | 0.0% | 0.31% | -2.8% |
| Q1 2021 | $437,000 | +13.5% | 918 | 0.0% | 0.32% | +12.2% |
| Q4 2020 | $385,000 | +23.8% | 918 | 0.0% | 0.29% | +16.1% |
| Q3 2020 | $311,000 | +4.4% | 918 | -50.0% | 0.25% | +1.2% |
| Q2 2020 | $298,000 | +11.2% | 1,836 | +80.4% | 0.24% | -6.1% |
| Q1 2020 | $268,000 | -30.0% | 1,018 | 0.0% | 0.26% | -13.3% |
| Q4 2019 | $383,000 | – | 1,018 | – | 0.30% | – |
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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% |