SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,141 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,162,027 | -6.0% | 28,336 | -2.2% | 0.52% | -7.5% |
| Q1 2024 | $16,127,816 | +4.1% | 28,986 | -5.0% | 0.56% | -3.1% |
| Q4 2023 | $15,488,282 | +17.7% | 30,526 | +5.9% | 0.58% | +5.9% |
| Q3 2023 | $13,164,020 | -7.2% | 28,828 | -2.7% | 0.54% | -2.7% |
| Q2 2023 | $14,184,000 | -0.7% | 29,617 | -5.0% | 0.56% | -2.6% |
| Q1 2023 | $14,287,000 | -5.3% | 31,165 | -8.5% | 0.57% | -1.5% |
| Q4 2022 | $15,080,000 | +13.2% | 34,058 | +2.7% | 0.58% | +2.3% |
| Q3 2022 | $13,319,000 | -5.0% | 33,159 | -2.2% | 0.57% | +1.4% |
| Q2 2022 | $14,025,000 | -17.5% | 33,920 | -2.2% | 0.56% | -3.1% |
| Q1 2022 | $17,006,000 | -8.7% | 34,675 | -3.7% | 0.58% | -1.2% |
| Q4 2021 | $18,634,000 | +8.1% | 35,995 | +0.4% | 0.59% | -2.8% |
| Q3 2021 | $17,238,000 | -3.3% | 35,847 | -1.3% | 0.60% | +6.0% |
| Q2 2021 | $17,829,000 | -4.0% | 36,310 | -6.9% | 0.57% | -9.7% |
| Q1 2021 | $18,563,000 | +12.2% | 38,994 | -1.0% | 0.63% | +14.1% |
| Q4 2020 | $16,545,000 | +21.9% | 39,400 | -1.6% | 0.55% | +10.2% |
| Q3 2020 | $13,568,000 | +3.7% | 40,041 | -0.7% | 0.50% | 0.0% |
| Q2 2020 | $13,082,000 | +17.0% | 40,313 | -5.2% | 0.50% | +14.4% |
| Q1 2020 | $11,178,000 | -33.6% | 42,522 | -5.1% | 0.44% | -19.2% |
| Q4 2019 | $16,828,000 | +5.3% | 44,828 | -1.2% | 0.54% | +3.4% |
| Q3 2019 | $15,987,000 | -1.4% | 45,356 | -0.8% | 0.52% | +1.0% |
| Q2 2019 | $16,215,000 | +3.6% | 45,730 | +1.0% | 0.52% | +3.4% |
| Q1 2019 | $15,646,000 | -8.4% | 45,297 | -19.7% | 0.50% | -13.0% |
| Q4 2018 | $17,074,000 | +0.4% | 56,412 | +21.9% | 0.58% | +19.7% |
| Q3 2018 | $17,013,000 | +3316.3% | 46,296 | +2476.3% | 0.48% | +2436.8% |
| Q2 2015 | $498,000 | 0.0% | 1,797 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $498,000 | – | 1,797 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 42,280 | $22,623,279 | 14.11% |
| Conservest Capital Advisors, Inc. | 231,963 | $129,065,661 | 13.92% |
| Divergent Planning, LLC | 61,926 | $33,000,617 | 13.15% |
| Granite Bay Wealth Management, LLC | 2,113,449 | $1,136,513 | 11.46% |
| USA FINANCIAL FORMULAS | 131,970 | $70,614,508 | 11.45% |
| Oldfather Financial Services, LLC | 52,028 | $27,838,958 | 11.42% |
| CUMBERLAND ADVISORS INC | 47,102 | $25,203,338 | 10.32% |
| WADDELL & ASSOCIATES, LLC | 136,396 | $72,982,583 | 9.60% |
| Tandem Wealth Advisors LLC | 32,711 | $17,503,007 | 9.38% |
| Hummer Financial Advisory Services Inc | 17,138 | $9,204,433 | 7.96% |