SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,046 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 2022 | $495,930 | +10.5% | 1,120 | +0.3% | 0.31% | +2.3% |
| Q3 2022 | $449,000 | -2.6% | 1,117 | +0.1% | 0.30% | +3.8% |
| Q2 2022 | $461,000 | -15.7% | 1,116 | +0.1% | 0.29% | +3.9% |
| Q1 2022 | $547,000 | -5.0% | 1,115 | +0.2% | 0.28% | +0.7% |
| Q4 2021 | $576,000 | +7.9% | 1,113 | +0.2% | 0.28% | +3.0% |
| Q3 2021 | $534,000 | -2.0% | 1,111 | +0.1% | 0.27% | +10.2% |
| Q2 2021 | $545,000 | +4.0% | 1,110 | +0.8% | 0.25% | -6.8% |
| Q1 2021 | $524,000 | +28.1% | 1,101 | +13.0% | 0.26% | +4.8% |
| Q4 2020 | $409,000 | – | 974 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |