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 | $1,088,784 | -4.7% | 2,384 | 0.0% | 0.09% | -4.1% |
| Q2 2023 | $1,141,882 | +3.1% | 2,384 | -1.3% | 0.10% | -3.0% |
| Q1 2023 | $1,107,214 | +3.5% | 2,415 | 0.0% | 0.10% | -2.9% |
| Q4 2022 | $1,069,338 | +10.7% | 2,415 | +0.4% | 0.10% | +2.0% |
| Q3 2022 | $966,000 | -5.2% | 2,406 | -2.4% | 0.10% | -6.4% |
| Q2 2022 | $1,019,000 | -14.9% | 2,465 | +1.0% | 0.11% | -12.1% |
| Q1 2022 | $1,197,000 | -8.2% | 2,440 | -3.1% | 0.12% | -6.1% |
| Q4 2021 | $1,304,000 | +6.4% | 2,518 | -1.2% | 0.13% | -3.6% |
| Q3 2021 | $1,225,000 | -3.2% | 2,548 | -1.1% | 0.14% | -7.4% |
| Q2 2021 | $1,265,000 | -25.8% | 2,577 | -28.0% | 0.15% | -36.2% |
| Q1 2021 | $1,705,000 | -8.1% | 3,581 | -19.0% | 0.23% | -16.2% |
| Q4 2020 | $1,856,000 | – | 4,421 | – | 0.28% | – |
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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% |