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 Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,623,279 | -2.7% | 42,280 | +1.2% | 14.11% | -6.1% |
| Q1 2024 | $23,256,423 | +10.9% | 41,798 | +1.1% | 15.03% | -0.9% |
| Q4 2023 | $20,975,969 | +12.5% | 41,342 | +1.2% | 15.17% | -0.3% |
| Q3 2023 | $18,652,124 | +0.6% | 40,846 | +5.5% | 15.21% | +1.0% |
| Q2 2023 | $18,548,288 | +7.6% | 38,730 | +3.0% | 15.06% | -0.0% |
| Q1 2023 | $17,241,722 | +6.1% | 37,612 | +2.5% | 15.06% | -4.8% |
| Q4 2022 | $16,252,937 | +9.1% | 36,706 | -1.0% | 15.83% | +0.6% |
| Q3 2022 | $14,896,000 | -3.6% | 37,086 | -0.7% | 15.73% | +3.5% |
| Q2 2022 | $15,447,000 | -15.7% | 37,357 | +0.0% | 15.21% | +2.9% |
| Q1 2022 | $18,317,000 | -4.8% | 37,348 | +0.5% | 14.77% | -0.8% |
| Q4 2021 | $19,242,000 | +8.2% | 37,170 | +0.5% | 14.90% | -0.9% |
| Q3 2021 | $17,790,000 | -5.2% | 36,994 | -3.2% | 15.04% | -3.5% |
| Q2 2021 | $18,759,000 | +3.4% | 38,205 | +0.3% | 15.59% | -3.9% |
| Q1 2021 | $18,136,000 | +12.1% | 38,097 | -1.1% | 16.22% | +5.4% |
| Q4 2020 | $16,176,000 | – | 38,525 | – | 15.39% | – |
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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% |