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 | $282,204 | -4.6% | 618 | 0.0% | 0.26% | -3.4% |
| Q2 2023 | $295,966 | +112434.6% | 618 | -0.8% | 0.26% | +1.5% |
| Q1 2023 | $263 | -99.9% | 623 | 0.0% | 0.26% | 0.0% |
| Q3 2022 | $263,000 | -39.3% | 623 | -30.9% | 0.26% | +20.8% |
| Q3 2021 | $433,000 | -56.2% | 901 | -55.3% | 0.22% | -43.3% |
| Q2 2021 | $989,000 | -67.9% | 2,014 | -68.8% | 0.38% | -67.1% |
| Q1 2021 | $3,077,000 | +300.1% | 6,463 | +253.0% | 1.16% | +304.5% |
| Q4 2020 | $769,000 | +23.2% | 1,831 | -0.5% | 0.29% | +16.7% |
| Q3 2020 | $624,000 | -0.3% | 1,841 | -4.5% | 0.24% | -6.5% |
| Q2 2020 | $626,000 | +20.6% | 1,928 | -2.4% | 0.26% | -5.1% |
| Q1 2020 | $519,000 | -9.1% | 1,976 | 0.0% | 0.28% | +1.1% |
| Q4 2019 | $571,000 | – | 1,976 | – | 0.27% | – |
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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% |