SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,034 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2022. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,097,306 | -4.7% | 2,403 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $1,150,821 | +4.5% | 2,403 | 0.0% | 0.14% | -1.4% |
| Q1 2023 | $1,101,559 | +3.5% | 2,403 | 0.0% | 0.15% | -2.7% |
| Q4 2022 | $1,064,024 | +10.3% | 2,403 | 0.0% | 0.15% | -4.5% |
| Q3 2022 | $965,000 | -4.0% | 2,403 | -1.2% | 0.16% | 0.0% |
| Q2 2022 | $1,005,000 | -2.3% | 2,431 | +15.9% | 0.16% | +9.0% |
| Q1 2022 | $1,029,000 | -5.2% | 2,098 | 0.0% | 0.14% | -6.5% |
| Q4 2021 | $1,086,000 | +7.6% | 2,098 | 0.0% | 0.15% | -1.9% |
| Q3 2021 | $1,009,000 | -2.7% | 2,098 | -0.7% | 0.16% | -3.7% |
| Q2 2021 | $1,037,000 | +5.3% | 2,112 | +2.0% | 0.16% | +1.9% |
| Q1 2021 | $985,000 | +13.3% | 2,070 | 0.0% | 0.16% | +3.2% |
| Q4 2020 | $869,000 | +22.7% | 2,070 | -1.0% | 0.16% | +15.7% |
| Q3 2020 | $708,000 | -6.1% | 2,090 | -10.1% | 0.13% | -12.4% |
| Q2 2020 | $754,000 | – | 2,325 | – | 0.15% | – |
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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% |