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 | $2,236,623 | -21.7% | 4,898 | -17.9% | 1.62% | -32.6% |
| Q2 2023 | $2,858,135 | +3.2% | 5,968 | -1.2% | 2.40% | -38.2% |
| Q1 2023 | $2,768,796 | +34.6% | 6,040 | +30.0% | 3.88% | +10.4% |
| Q4 2022 | $2,057,202 | -19.8% | 4,646 | -27.3% | 3.51% | +0.4% |
| Q3 2022 | $2,566,000 | -37.4% | 6,389 | -35.5% | 3.50% | +23.5% |
| Q2 2022 | $4,099,000 | -36.8% | 9,913 | -25.1% | 2.83% | -20.3% |
| Q1 2022 | $6,490,000 | +1.4% | 13,232 | +7.1% | 3.55% | +32.8% |
| Q4 2021 | $6,398,000 | – | 12,359 | – | 2.68% | – |
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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% |