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 | $11,416 | -4.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,973 | +4.5% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,460 | +104081.8% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11 | -99.9% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 25 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $13,000 | -40.9% | 25 | -44.4% | 0.00% | -33.3% |
| Q3 2021 | $22,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | -38.9% | 45 | -40.0% | 0.00% | -40.0% |
| Q1 2021 | $36,000 | +16.1% | 75 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $31,000 | +3.3% | 75 | -14.8% | 0.01% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 88 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | +26.1% | 88 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $23,000 | -30.3% | 88 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $33,000 | +6.5% | 88 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | 0.0% | 88 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $31,000 | -81.8% | 88 | -82.1% | 0.01% | -82.1% |
| Q1 2019 | $170,000 | +14.1% | 492 | 0.0% | 0.04% | +2.6% |
| Q4 2018 | $149,000 | -37.9% | 492 | -24.5% | 0.04% | -24.0% |
| Q3 2018 | $240,000 | +3.9% | 652 | 0.0% | 0.05% | -3.8% |
| Q2 2018 | $231,000 | +3.6% | 652 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $223,000 | -0.9% | 652 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $225,000 | +5.6% | 652 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $213,000 | +2.9% | 652 | 0.0% | 0.05% | +2.0% |
| Q2 2017 | $207,000 | +1.5% | 652 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $204,000 | +3.6% | 652 | 0.0% | 0.05% | +2.0% |
| Q4 2016 | $197,000 | +7.1% | 652 | 0.0% | 0.05% | +4.3% |
| Q3 2016 | $184,000 | -62.4% | 652 | -63.8% | 0.05% | -63.3% |
| Q2 2016 | $490,000 | +1.9% | 1,800 | -1.6% | 0.13% | 0.0% |
| Q1 2016 | $481,000 | +2.8% | 1,830 | -0.7% | 0.13% | +2.4% |
| Q4 2015 | $468,000 | -27.2% | 1,842 | -28.7% | 0.12% | -31.7% |
| Q3 2015 | $643,000 | -9.4% | 2,585 | -0.6% | 0.18% | -4.7% |
| Q2 2015 | $710,000 | -2.2% | 2,600 | -0.8% | 0.19% | -1.5% |
| Q1 2015 | $726,000 | +5.8% | 2,620 | +0.8% | 0.20% | +4.3% |
| Q4 2014 | $686,000 | -43.4% | 2,599 | -46.5% | 0.19% | -44.3% |
| Q3 2014 | $1,212,000 | -4.6% | 4,860 | -0.3% | 0.34% | -2.0% |
| Q2 2014 | $1,270,000 | +15.9% | 4,875 | +11.4% | 0.34% | +10.3% |
| Q1 2014 | $1,096,000 | +14.4% | 4,375 | +11.5% | 0.31% | +13.1% |
| Q4 2013 | $958,000 | +1308.8% | 3,925 | +1208.3% | 0.28% | +1209.5% |
| Q3 2013 | $68,000 | +7.9% | 300 | 0.0% | 0.02% | +5.0% |
| Q2 2013 | $63,000 | – | 300 | – | 0.02% | – |
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% |