SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2021. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,003,459 | +92.2% | 3,948 | +73.0% | 1.50% | +64.0% |
| Q3 2023 | $1,042,211 | +19.5% | 2,282 | +25.3% | 0.92% | +28.8% |
| Q2 2023 | $872,217 | +5.2% | 1,821 | -1.1% | 0.71% | -6.3% |
| Q1 2023 | $829,407 | +23.4% | 1,841 | +21.3% | 0.76% | +12.9% |
| Q4 2022 | $672,091 | -53.9% | 1,518 | -58.1% | 0.67% | -58.2% |
| Q3 2022 | $1,457,000 | -19.6% | 3,626 | -17.3% | 1.61% | -13.2% |
| Q2 2022 | $1,813,000 | -14.1% | 4,384 | +1.9% | 1.86% | +8.2% |
| Q1 2022 | $2,111,000 | -7.8% | 4,304 | -2.7% | 1.72% | +8.5% |
| Q4 2021 | $2,289,000 | +8.6% | 4,422 | +9.1% | 1.58% | +3.0% |
| Q3 2021 | $2,107,000 | +14.6% | 4,053 | +7.6% | 1.54% | +6.4% |
| Q2 2021 | $1,839,000 | +8.6% | 3,768 | +6.0% | 1.44% | -7.2% |
| Q1 2021 | $1,693,000 | +17.2% | 3,556 | +3.3% | 1.55% | +7.8% |
| Q4 2020 | $1,445,000 | – | 3,442 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |