SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,895,030 | -4.7% | 19,479 | 0.0% | 3.60% | -5.9% |
| Q2 2023 | $9,328,834 | -3.9% | 19,479 | -8.0% | 3.82% | -23.5% |
| Q1 2023 | $9,702,846 | +3.5% | 21,166 | 0.0% | 5.00% | -2.7% |
| Q4 2022 | $9,372,228 | +10.2% | 21,166 | 0.0% | 5.14% | -3.7% |
| Q3 2022 | $8,502,000 | -2.9% | 21,166 | 0.0% | 5.34% | -11.4% |
| Q2 2022 | $8,752,000 | -15.7% | 21,166 | 0.0% | 6.03% | +7.7% |
| Q1 2022 | $10,381,000 | -5.3% | 21,166 | 0.0% | 5.60% | +11.3% |
| Q4 2021 | $10,957,000 | +2.8% | 21,166 | -4.5% | 5.03% | -16.8% |
| Q3 2021 | $10,659,000 | -5.8% | 22,166 | -3.8% | 6.04% | -7.1% |
| Q2 2021 | $11,315,000 | +3.1% | 23,045 | 0.0% | 6.50% | -14.6% |
| Q1 2021 | $10,971,000 | +11.2% | 23,045 | -1.9% | 7.61% | +2.6% |
| Q4 2020 | $9,868,000 | – | 23,499 | – | 7.42% | – |
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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% |