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 | $1,561,708 | -7.4% | 3,420 | -2.9% | 0.38% | -3.8% |
| Q2 2023 | $1,686,243 | -15.0% | 3,521 | -18.6% | 0.39% | -12.5% |
| Q1 2023 | $1,983,082 | +102650.4% | 4,326 | -0.7% | 0.45% | +6.7% |
| Q4 2022 | $1,930 | -99.9% | 4,358 | -17.2% | 0.42% | -12.3% |
| Q3 2022 | $2,113,000 | -6.7% | 5,261 | -4.0% | 0.48% | +6.9% |
| Q2 2022 | $2,265,000 | -38.7% | 5,479 | -27.3% | 0.45% | -10.8% |
| Q1 2022 | $3,694,000 | -13.6% | 7,532 | -8.8% | 0.50% | -13.0% |
| Q4 2021 | $4,275,000 | +1.1% | 8,258 | -6.1% | 0.58% | -3.4% |
| Q3 2021 | $4,230,000 | -8.4% | 8,797 | -6.5% | 0.60% | -15.9% |
| Q2 2021 | $4,619,000 | -2.7% | 9,407 | -5.6% | 0.71% | -8.6% |
| Q1 2021 | $4,745,000 | +0.2% | 9,967 | -11.6% | 0.78% | -4.4% |
| Q4 2020 | $4,734,000 | – | 11,274 | – | 0.81% | – |
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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% |