SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,021 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q2 2022. The put-call ratio across all filers is 0.88 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,028,840,774 | +2.8% | 2,253,068 | +7.8% | 0.11% | +7.6% |
| Q2 2023 | $1,001,045,355 | +1.6% | 2,090,258 | -2.8% | 0.10% | +4.0% |
| Q1 2023 | $985,703,742 | +11.3% | 2,150,267 | +7.5% | 0.10% | 0.0% |
| Q4 2022 | $885,885,915 | +13.2% | 2,000,690 | +2.7% | 0.10% | +7.4% |
| Q3 2022 | $782,638,000 | -6.1% | 1,948,506 | -3.4% | 0.09% | -1.1% |
| Q2 2022 | $833,731,000 | -23.2% | 2,016,323 | -8.9% | 0.10% | -10.4% |
| Q1 2022 | $1,085,710,000 | -2.4% | 2,213,702 | +3.0% | 0.11% | -1.9% |
| Q4 2021 | $1,112,235,000 | +3.6% | 2,148,501 | -3.8% | 0.11% | -2.7% |
| Q3 2021 | $1,073,509,000 | -1.5% | 2,232,385 | +0.6% | 0.11% | -1.8% |
| Q2 2021 | $1,089,410,000 | +0.3% | 2,218,715 | -2.8% | 0.11% | -7.4% |
| Q1 2021 | $1,086,367,000 | +11.5% | 2,282,043 | -1.7% | 0.12% | -3.2% |
| Q4 2020 | $974,682,000 | +24.4% | 2,321,116 | +0.4% | 0.13% | +17.8% |
| Q3 2020 | $783,706,000 | +4.5% | 2,312,976 | +0.1% | 0.11% | -6.1% |
| Q2 2020 | $749,643,000 | +16.6% | 2,310,219 | -5.5% | 0.11% | -1.7% |
| Q1 2020 | $642,722,000 | -34.8% | 2,444,924 | -6.9% | 0.12% | -17.7% |
| Q4 2019 | $985,936,000 | +10.1% | 2,626,499 | +3.4% | 0.14% | +6.0% |
| Q3 2019 | $895,718,000 | -6.4% | 2,541,261 | -5.9% | 0.13% | -8.3% |
| Q2 2019 | $957,228,000 | +2.1% | 2,699,536 | -0.5% | 0.14% | 0.0% |
| Q1 2019 | $937,496,000 | +17.3% | 2,714,234 | +2.8% | 0.14% | +3.6% |
| Q4 2018 | $799,070,000 | -6.4% | 2,640,074 | +13.6% | 0.14% | +5.3% |
| Q3 2018 | $853,967,000 | +9.1% | 2,323,974 | +5.4% | 0.13% | +2.3% |
| Q2 2018 | $783,066,000 | +5.1% | 2,205,692 | +1.2% | 0.13% | +2.4% |
| Q1 2018 | $744,832,000 | -1.2% | 2,179,589 | -0.1% | 0.13% | +0.8% |
| Q4 2017 | $753,610,000 | +9.2% | 2,181,782 | +3.2% | 0.13% | +15.6% |
| Q3 2017 | $689,829,000 | -6.1% | 2,113,899 | -8.6% | 0.11% | -25.3% |
| Q2 2017 | $734,607,000 | +2.7% | 2,312,852 | +1.1% | 0.15% | +2.8% |
| Q1 2017 | $715,051,000 | +6.1% | 2,288,751 | +2.5% | 0.14% | -2.1% |
| Q4 2016 | $674,020,000 | +10.7% | 2,233,850 | +3.6% | 0.14% | +8.2% |
| Q3 2016 | $608,625,000 | +4.8% | 2,156,176 | +1.1% | 0.13% | -0.7% |
| Q2 2016 | $580,602,000 | +5.7% | 2,132,763 | +2.0% | 0.14% | +0.7% |
| Q1 2016 | $549,272,000 | -16.5% | 2,090,710 | -19.2% | 0.13% | -14.1% |
| Q4 2015 | $657,459,000 | +5.1% | 2,588,009 | +2.9% | 0.16% | 0.0% |
| Q3 2015 | $625,689,000 | -6.4% | 2,513,924 | +2.8% | 0.16% | -28.1% |
| Q2 2015 | $668,137,000 | -3.7% | 2,445,599 | -2.3% | 0.22% | -7.3% |
| Q1 2015 | $693,995,000 | -5.2% | 2,503,230 | -9.8% | 0.23% | -10.3% |
| Q4 2014 | $732,183,000 | +2.9% | 2,773,730 | -2.8% | 0.26% | +13.5% |
| Q3 2014 | $711,612,000 | +4.8% | 2,854,204 | +9.6% | 0.23% | +6.0% |
| Q2 2014 | $678,745,000 | -1.3% | 2,604,952 | -5.1% | 0.22% | -14.9% |
| Q1 2014 | $687,870,000 | +12.5% | 2,745,224 | +9.7% | 0.26% | +15.9% |
| Q4 2013 | $611,360,000 | +10.6% | 2,503,524 | +2.5% | 0.22% | -0.5% |
| Q3 2013 | $552,890,000 | +5.3% | 2,442,851 | -2.3% | 0.22% | +0.5% |
| Q2 2013 | $525,089,000 | – | 2,499,234 | – | 0.22% | – |
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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% |