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 | $3,521,151 | -4.7% | 7,711 | -0.1% | 2.32% | +4.0% |
| Q2 2023 | $3,696,227 | +4.5% | 7,718 | 0.0% | 2.23% | -0.4% |
| Q1 2023 | $3,538,008 | -10.8% | 7,718 | -13.9% | 2.24% | -16.8% |
| Q4 2022 | $3,967,841 | +10.2% | 8,961 | 0.0% | 2.70% | +2.2% |
| Q3 2022 | $3,599,000 | -5.0% | 8,961 | -2.2% | 2.64% | +2.3% |
| Q2 2022 | $3,788,000 | -15.9% | 9,162 | -0.2% | 2.58% | -2.1% |
| Q1 2022 | $4,503,000 | -5.3% | 9,182 | 0.0% | 2.64% | -0.7% |
| Q4 2021 | $4,753,000 | +336.5% | 9,182 | +305.4% | 2.65% | +196.2% |
| Q3 2021 | $1,089,000 | -2.9% | 2,265 | -0.9% | 0.90% | -2.2% |
| Q2 2021 | $1,122,000 | +0.6% | 2,285 | -2.4% | 0.92% | -7.7% |
| Q1 2021 | $1,115,000 | +4.7% | 2,342 | -7.7% | 0.99% | +1.8% |
| Q4 2020 | $1,065,000 | – | 2,538 | – | 0.97% | – |
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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% |