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 | $26,361,791 | -9.8% | 57,728 | -5.4% | 0.04% | -7.5% |
| Q2 2023 | $29,211,688 | +1.1% | 60,995 | -3.2% | 0.04% | -2.4% |
| Q1 2023 | $28,905,617 | -20.4% | 62,998 | -23.1% | 0.04% | -25.5% |
| Q4 2022 | $36,311,660 | +46.4% | 81,974 | +32.7% | 0.06% | +34.1% |
| Q3 2022 | $24,804,000 | -4.3% | 61,755 | -1.5% | 0.04% | 0.0% |
| Q2 2022 | $25,912,000 | +14.5% | 62,664 | +35.8% | 0.04% | +32.3% |
| Q1 2022 | $22,625,000 | -12.9% | 46,132 | -8.1% | 0.03% | -8.8% |
| Q4 2021 | $25,986,000 | -9.8% | 50,195 | -16.2% | 0.03% | -19.0% |
| Q3 2021 | $28,802,000 | +38.3% | 59,894 | +41.3% | 0.04% | +35.5% |
| Q2 2021 | $20,820,000 | -10.9% | 42,402 | -13.6% | 0.03% | -20.5% |
| Q1 2021 | $23,369,000 | +46.3% | 49,089 | +29.1% | 0.04% | +39.3% |
| Q4 2020 | $15,972,000 | +18.7% | 38,033 | -4.3% | 0.03% | 0.0% |
| Q3 2020 | $13,461,000 | +6.4% | 39,725 | +1.9% | 0.03% | -3.4% |
| Q2 2020 | $12,649,000 | -2.3% | 38,977 | -20.9% | 0.03% | -19.4% |
| Q1 2020 | $12,944,000 | -23.6% | 49,252 | +9.3% | 0.04% | +2.9% |
| Q4 2019 | $16,939,000 | +22.1% | 45,076 | +14.4% | 0.04% | 0.0% |
| Q3 2019 | $13,876,000 | +17.3% | 39,390 | +18.0% | 0.04% | +12.9% |
| Q2 2019 | $11,833,000 | +4.3% | 33,391 | +1.7% | 0.03% | -3.1% |
| Q1 2019 | $11,341,000 | -8.4% | 32,843 | -19.7% | 0.03% | -20.0% |
| Q4 2018 | $12,378,000 | -15.2% | 40,895 | +2.9% | 0.04% | -4.8% |
| Q3 2018 | $14,594,000 | -4.2% | 39,740 | -7.4% | 0.04% | -10.6% |
| Q2 2018 | $15,240,000 | +0.1% | 42,915 | -3.7% | 0.05% | -2.1% |
| Q1 2018 | $15,231,000 | -14.2% | 44,564 | -13.3% | 0.05% | -14.3% |
| Q4 2017 | $17,754,000 | +0.0% | 51,412 | -5.5% | 0.06% | -9.7% |
| Q3 2017 | $17,747,000 | -0.6% | 54,376 | -3.2% | 0.06% | -6.1% |
| Q2 2017 | $17,846,000 | +14.8% | 56,191 | +12.8% | 0.07% | +10.0% |
| Q1 2017 | $15,547,000 | +16.4% | 49,804 | +12.5% | 0.06% | +5.3% |
| Q4 2016 | $13,362,000 | +51.1% | 44,260 | +41.2% | 0.06% | +42.5% |
| Q3 2016 | $8,841,000 | +18.4% | 31,347 | +14.3% | 0.04% | +14.3% |
| Q2 2016 | $7,465,000 | +20.6% | 27,422 | +16.4% | 0.04% | +6.1% |
| Q1 2016 | $6,191,000 | -6.5% | 23,567 | -9.5% | 0.03% | -2.9% |
| Q4 2015 | $6,618,000 | +25.0% | 26,052 | +22.5% | 0.03% | +13.3% |
| Q3 2015 | $5,293,000 | -39.8% | 21,274 | -34.0% | 0.03% | +30.4% |
| Q2 2015 | $8,787,000 | +123.3% | 32,251 | +127.2% | 0.02% | +4.5% |
| Q1 2015 | $3,935,000 | +52.9% | 14,194 | +45.5% | 0.02% | +57.1% |
| Q4 2014 | $2,574,000 | +199.7% | 9,753 | +183.2% | 0.01% | +75.0% |
| Q3 2014 | $859,000 | -15.6% | 3,444 | -11.8% | 0.01% | -11.1% |
| Q2 2014 | $1,018,000 | +8.9% | 3,905 | +4.7% | 0.01% | 0.0% |
| Q1 2014 | $935,000 | – | 3,730 | – | 0.01% | – |
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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% |