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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $271,919 | -17.3% | 580 | -19.4% | 0.27% | -21.1% |
| Q3 2023 | $328,780 | -4.6% | 720 | 0.0% | 0.34% | +4.0% |
| Q2 2023 | $344,807 | +0.9% | 720 | 0.0% | 0.32% | -16.5% |
| Q1 2023 | $341,819 | +100731.6% | 720 | 0.0% | 0.39% | +9.0% |
| Q4 2022 | $339 | -99.9% | 720 | 0.0% | 0.36% | +4.4% |
| Q3 2022 | $289,000 | -6.8% | 720 | -4.0% | 0.34% | -2.0% |
| Q2 2022 | $310,000 | -15.8% | 750 | 0.0% | 0.35% | -8.4% |
| Q1 2022 | $368,000 | -5.2% | 750 | 0.0% | 0.38% | -1.6% |
| Q4 2021 | $388,000 | +2.1% | 750 | -5.1% | 0.39% | -6.1% |
| Q3 2021 | $380,000 | -2.1% | 790 | 0.0% | 0.41% | -5.7% |
| Q2 2021 | $388,000 | -6.3% | 790 | -9.2% | 0.44% | -14.7% |
| Q1 2021 | $414,000 | – | 870 | – | 0.51% | – |
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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% |