SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $899,581 | -3.5% | 1,970 | +1.2% | 0.47% | -2.5% |
| Q2 2023 | $931,959 | +4.5% | 1,946 | 0.0% | 0.48% | -2.8% |
| Q1 2023 | $892,066 | +3.5% | 1,946 | 0.0% | 0.50% | -2.6% |
| Q4 2022 | $861,669 | +8.9% | 1,946 | -1.3% | 0.51% | -4.9% |
| Q3 2022 | $791,000 | -2.9% | 1,971 | 0.0% | 0.54% | +2.7% |
| Q2 2022 | $815,000 | -15.7% | 1,971 | 0.0% | 0.52% | -1.1% |
| Q1 2022 | $967,000 | -5.2% | 1,971 | 0.0% | 0.53% | -0.2% |
| Q4 2021 | $1,020,000 | – | 1,971 | – | 0.53% | – |
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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% |