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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,992,696 | -2.3% | 4,363 | +2.4% | 0.10% | -14.9% |
| Q2 2023 | $2,040,474 | +40.0% | 4,260 | +34.0% | 0.11% | +21.3% |
| Q1 2023 | $1,457,984 | -26.7% | 3,180 | -29.2% | 0.09% | -39.0% |
| Q4 2022 | $1,990,049 | -3.3% | 4,494 | -12.2% | 0.15% | +27.3% |
| Q3 2022 | $2,057,000 | +3.3% | 5,121 | +6.3% | 0.12% | -28.0% |
| Q2 2022 | $1,992,000 | -12.6% | 4,818 | +3.7% | 0.17% | -26.0% |
| Q1 2022 | $2,279,000 | +91.8% | 4,646 | +102.5% | 0.23% | -8.5% |
| Q4 2021 | $1,188,000 | – | 2,294 | – | 0.25% | – |
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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% |