SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,131 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,430,406 | -46.5% | 3,132 | -43.9% | 0.87% | -39.1% |
| Q2 2023 | $2,674,481 | +2.1% | 5,585 | -2.3% | 1.43% | +29.6% |
| Q1 2023 | $2,619,247 | +1.8% | 5,714 | -1.6% | 1.10% | -12.3% |
| Q4 2022 | $2,571,881 | +2.8% | 5,808 | -6.7% | 1.26% | +9.5% |
| Q3 2022 | $2,501,000 | -2.8% | 6,227 | +0.0% | 1.15% | -1.2% |
| Q2 2022 | $2,574,000 | -59.4% | 6,224 | -51.8% | 1.16% | -11.2% |
| Q1 2022 | $6,340,000 | +85.8% | 12,926 | +96.1% | 1.31% | -13.0% |
| Q4 2021 | $3,412,000 | +7.6% | 6,591 | 0.0% | 1.50% | -2.1% |
| Q3 2021 | $3,170,000 | -1.9% | 6,591 | +0.1% | 1.54% | -7.4% |
| Q2 2021 | $3,233,000 | +2.0% | 6,585 | -1.1% | 1.66% | -11.0% |
| Q1 2021 | $3,171,000 | +4.4% | 6,661 | -7.9% | 1.87% | -8.0% |
| Q4 2020 | $3,038,000 | +30.1% | 7,233 | +4.9% | 2.03% | +17.8% |
| Q3 2020 | $2,336,000 | -2.0% | 6,893 | -4.5% | 1.72% | -7.1% |
| Q2 2020 | $2,383,000 | +28.6% | 7,215 | +2.4% | 1.85% | +5.2% |
| Q1 2020 | $1,853,000 | -24.1% | 7,047 | +8.3% | 1.76% | -14.4% |
| Q4 2019 | $2,441,000 | – | 6,504 | – | 2.06% | – |
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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% |