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 | $3,712,940 | -3.6% | 8,131 | +1.1% | 3.17% | +0.6% |
| Q2 2023 | $3,851,394 | +4.5% | 8,042 | -0.0% | 3.15% | -5.8% |
| Q1 2023 | $3,686,992 | +2.8% | 8,043 | -0.7% | 3.34% | -1.7% |
| Q4 2022 | $3,585,271 | +11.3% | 8,097 | +1.0% | 3.40% | -2.0% |
| Q3 2022 | $3,220,000 | -1.6% | 8,016 | +1.3% | 3.47% | +2.5% |
| Q2 2022 | $3,271,000 | -21.9% | 7,911 | -7.3% | 3.39% | -0.9% |
| Q1 2022 | $4,186,000 | -7.0% | 8,536 | -1.8% | 3.42% | +17.9% |
| Q4 2021 | $4,499,000 | +9.0% | 8,691 | +1.2% | 2.90% | -6.0% |
| Q3 2021 | $4,128,000 | +4.3% | 8,585 | +6.5% | 3.08% | +3.2% |
| Q2 2021 | $3,957,000 | +6.2% | 8,059 | +3.0% | 2.99% | -7.6% |
| Q1 2021 | $3,726,000 | – | 7,826 | – | 3.23% | – |
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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% |