SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,141 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,940,000 | -5.1% | 22,257 | -2.3% | 7.53% | +1.1% |
| Q2 2022 | $9,418,000 | -23.4% | 22,776 | -9.1% | 7.45% | -6.5% |
| Q1 2022 | $12,291,000 | -6.8% | 25,060 | -1.6% | 7.96% | -0.0% |
| Q4 2021 | $13,181,000 | +5.7% | 25,461 | -1.8% | 7.97% | +0.4% |
| Q3 2021 | $12,466,000 | -2.8% | 25,923 | -0.8% | 7.94% | -2.0% |
| Q2 2021 | $12,827,000 | – | 26,123 | – | 8.10% | – |
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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% |