SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,117 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,134,998 | -3.6% | 5,919 | +0.5% | 2.44% | -5.0% |
| Q1 2024 | $3,253,518 | +1.6% | 5,890 | -6.7% | 2.57% | -2.7% |
| Q4 2023 | $3,203,597 | +3.8% | 6,314 | -6.6% | 2.64% | +1.7% |
| Q3 2023 | $3,086,430 | -5.8% | 6,759 | -1.2% | 2.60% | -1.0% |
| Q2 2023 | $3,276,223 | +4.1% | 6,841 | -0.3% | 2.63% | +0.4% |
| Q1 2023 | $3,146,526 | +3.3% | 6,864 | -0.2% | 2.62% | +0.5% |
| Q4 2022 | $3,044,624 | +3.3% | 6,876 | -6.3% | 2.60% | -3.2% |
| Q3 2022 | $2,947,000 | -4.6% | 7,339 | -1.8% | 2.69% | +1.2% |
| Q2 2022 | $3,090,000 | -16.7% | 7,473 | -0.5% | 2.66% | -11.9% |
| Q1 2022 | $3,708,000 | -5.5% | 7,510 | -1.0% | 3.02% | -5.3% |
| Q4 2021 | $3,925,000 | – | 7,583 | – | 3.19% | – |
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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% |