SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,079 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,105 | -9.6% | 1,737 | +0.1% | 0.19% | +13.3% |
| Q2 2023 | $831,230 | +4.2% | 1,736 | +0.1% | 0.16% | -2.9% |
| Q1 2023 | $797,552 | +2.8% | 1,735 | -0.6% | 0.17% | -3.4% |
| Q4 2022 | $775,702 | +10.2% | 1,745 | 0.0% | 0.18% | -1.1% |
| Q3 2022 | $704,000 | -2.8% | 1,745 | +0.1% | 0.18% | -1.1% |
| Q2 2022 | $724,000 | -15.5% | 1,744 | 0.0% | 0.18% | -4.8% |
| Q1 2022 | $857,000 | -5.3% | 1,744 | +0.1% | 0.19% | -4.1% |
| Q4 2021 | $905,000 | +6.3% | 1,743 | -1.2% | 0.20% | -0.5% |
| Q3 2021 | $851,000 | -3.1% | 1,765 | -1.0% | 0.20% | +2.6% |
| Q2 2021 | $878,000 | +3.3% | 1,783 | +0.1% | 0.19% | -6.8% |
| Q1 2021 | $850,000 | +13.2% | 1,782 | 0.0% | 0.21% | +2.5% |
| Q4 2020 | $751,000 | +1111.3% | 1,782 | +879.1% | 0.20% | +861.9% |
| Q3 2020 | $62,000 | +5.1% | 182 | +0.6% | 0.02% | -8.7% |
| Q2 2020 | $59,000 | – | 181 | – | 0.02% | – |
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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% |