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 | $657,613 | -3.8% | 1,229 | 0.0% | 0.23% | 0.0% |
| Q1 2024 | $683,816 | +16.1% | 1,229 | +5.9% | 0.23% | -2.5% |
| Q4 2023 | $589,068 | +11.1% | 1,161 | 0.0% | 0.24% | +12.7% |
| Q3 2023 | $530,159 | -5.6% | 1,161 | -1.0% | 0.21% | -9.8% |
| Q2 2023 | $561,761 | +2.4% | 1,173 | -2.0% | 0.24% | +4.4% |
| Q1 2023 | $548,717 | +2.2% | 1,197 | -1.3% | 0.22% | +4.7% |
| Q4 2022 | $537,104 | +8.9% | 1,213 | -1.2% | 0.22% | -21.0% |
| Q3 2022 | $493,238 | -10.5% | 1,228 | -7.9% | 0.27% | -11.4% |
| Q2 2022 | $551,182 | -15.7% | 1,333 | 0.0% | 0.31% | +6.2% |
| Q1 2022 | $653,770 | -16.8% | 1,333 | -12.2% | 0.29% | -3.0% |
| Q4 2021 | $785,838 | – | 1,518 | – | 0.30% | – |
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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% |