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 Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,592,416 | -2.9% | 14,189 | +0.9% | 0.87% | -7.9% |
| Q1 2024 | $7,821,117 | +10.3% | 14,057 | +0.6% | 0.95% | -5.0% |
| Q4 2023 | $7,092,690 | +20.6% | 13,979 | +8.5% | 1.00% | +6.1% |
| Q3 2023 | $5,881,579 | -0.9% | 12,880 | +3.9% | 0.94% | -7.0% |
| Q2 2023 | $5,934,839 | +6.2% | 12,392 | +1.7% | 1.01% | -4.9% |
| Q1 2023 | $5,585,910 | +2.9% | 12,185 | -0.6% | 1.06% | -13.7% |
| Q4 2022 | $5,429,361 | +15.7% | 12,262 | +5.0% | 1.23% | +7.2% |
| Q3 2022 | $4,693,000 | +5.4% | 11,683 | +8.5% | 1.15% | +3.5% |
| Q2 2022 | $4,451,000 | -8.5% | 10,765 | +8.5% | 1.11% | +6.3% |
| Q1 2022 | $4,865,000 | -6.7% | 9,920 | -1.5% | 1.04% | -30.3% |
| Q4 2021 | $5,212,000 | +18.0% | 10,068 | +9.6% | 1.50% | +15.4% |
| Q3 2021 | $4,416,000 | +22.1% | 9,183 | +25.0% | 1.30% | +9.5% |
| Q2 2021 | $3,616,000 | -24.6% | 7,345 | -27.1% | 1.18% | -4.9% |
| Q1 2021 | $4,796,000 | +189.4% | 10,075 | +155.3% | 1.25% | +53.1% |
| Q4 2020 | $1,657,000 | -55.6% | 3,947 | -64.1% | 0.81% | -15.9% |
| Q3 2020 | $3,730,000 | +624.3% | 11,007 | +593.6% | 0.97% | +110.9% |
| Q2 2020 | $515,000 | -32.7% | 1,587 | -22.1% | 0.46% | -37.7% |
| Q4 2019 | $765,000 | – | 2,037 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |