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 | $420,000 | -5.6% | 920 | -1.1% | 0.01% | +8.3% |
| Q2 2023 | $445,000 | +5.2% | 930 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $423,000 | +3.9% | 930 | +1.1% | 0.01% | -7.7% |
| Q4 2022 | $407,000 | +10.0% | 920 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $370,000 | -2.6% | 920 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $380,000 | -15.7% | 920 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $451,000 | -21.3% | 920 | -16.8% | 0.01% | -7.7% |
| Q4 2021 | $573,000 | +7.7% | 1,106 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $532,000 | -3.6% | 1,106 | -1.7% | 0.01% | -6.7% |
| Q2 2021 | $552,000 | +3.2% | 1,125 | 0.0% | 0.02% | -11.8% |
| Q1 2021 | $535,000 | +38.6% | 1,125 | +22.3% | 0.02% | +21.4% |
| Q4 2020 | $386,000 | +14.5% | 920 | -7.5% | 0.01% | 0.0% |
| Q3 2020 | $337,000 | +31.1% | 995 | +42.1% | 0.01% | +7.7% |
| Q3 2018 | $257,000 | +3.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $249,000 | +4.2% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $239,000 | – | 700 | – | 0.01% | – |
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% |