SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,108 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,204 | +13.1% | 1,593 | +18.6% | 0.25% | +14.1% |
| Q2 2023 | $642,941 | +4.5% | 1,343 | 0.0% | 0.22% | -0.5% |
| Q1 2023 | $615,420 | +3.5% | 1,343 | 0.0% | 0.22% | +1.4% |
| Q4 2022 | $594,450 | +10.2% | 1,343 | 0.0% | 0.22% | +2.3% |
| Q3 2022 | $539,233 | -2.9% | 1,343 | 0.0% | 0.21% | -1.4% |
| Q2 2022 | $555,114 | -16.6% | 1,343 | -1.1% | 0.22% | -12.2% |
| Q1 2022 | $665,791 | +334.5% | 1,358 | +358.8% | 0.25% | +272.7% |
| Q4 2021 | $153,233 | +7.7% | 296 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $142,340 | -2.1% | 296 | 0.0% | 0.07% | -2.9% |
| Q2 2021 | $145,339 | +3.1% | 296 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $140,911 | +13.4% | 296 | 0.0% | 0.07% | +4.6% |
| Q4 2020 | $124,296 | +23.9% | 296 | 0.0% | 0.06% | +10.2% |
| Q3 2020 | $100,294 | +4.4% | 296 | 0.0% | 0.06% | -7.8% |
| Q2 2020 | $96,049 | +23.4% | 296 | 0.0% | 0.06% | -12.3% |
| Q1 2020 | $77,812 | -74.2% | 296 | -63.1% | 0.07% | -68.9% |
| Q4 2019 | $301,122 | – | 802 | – | 0.24% | – |
Download | ||||||
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% |