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 | $638,844 | -8.7% | 1,399 | -4.3% | 0.42% | -7.9% |
| Q2 2023 | $699,934 | -3.3% | 1,462 | -7.4% | 0.46% | +1.6% |
| Q1 2023 | $723,511 | +2.7% | 1,578 | -0.8% | 0.45% | -3.4% |
| Q4 2022 | $704,325 | -8.3% | 1,591 | -16.8% | 0.46% | -15.2% |
| Q3 2022 | $768,000 | -5.4% | 1,912 | -2.6% | 0.55% | -12.1% |
| Q2 2022 | $812,000 | -22.5% | 1,964 | -8.1% | 0.62% | -14.3% |
| Q1 2022 | $1,048,000 | -5.0% | 2,137 | +0.3% | 0.73% | -2.6% |
| Q4 2021 | $1,103,000 | -2.6% | 2,130 | -9.5% | 0.74% | -25.0% |
| Q3 2021 | $1,132,000 | -2.9% | 2,354 | -0.8% | 0.99% | -17.0% |
| Q2 2021 | $1,166,000 | – | 2,374 | – | 1.20% | – |
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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% |