SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,133 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2023. The put-call ratio across all filers is 0.84 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571 | -4.8% | 1,250 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $600 | +4.5% | 1,250 | 0.0% | 0.04% | -2.7% |
| Q1 2023 | $574 | +3.6% | 1,250 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $554 | -99.9% | 1,250 | 0.0% | 0.04% | +2.8% |
| Q3 2022 | $501,000 | -3.1% | 1,250 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $517,000 | +62.1% | 1,250 | +92.3% | 0.04% | +71.4% |
| Q1 2022 | $319,000 | -5.1% | 650 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $336,000 | +7.7% | 650 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $312,000 | -2.2% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $319,000 | +3.2% | 650 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $309,000 | +13.2% | 650 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $273,000 | +23.5% | 650 | 0.0% | 0.02% | +11.1% |
| Q3 2020 | $221,000 | +4.7% | 650 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $211,000 | +23.4% | 650 | 0.0% | 0.02% | +5.6% |
| Q1 2020 | $171,000 | -29.9% | 650 | 0.0% | 0.02% | -21.7% |
| Q4 2019 | $244,000 | +6.6% | 650 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $229,000 | -0.9% | 650 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $231,000 | -6.1% | 650 | -8.7% | 0.02% | -11.1% |
| Q1 2019 | $246,000 | -2.4% | 712 | -14.4% | 0.03% | -6.9% |
| Q4 2018 | $252,000 | -17.6% | 832 | 0.0% | 0.03% | -12.1% |
| Q3 2018 | $306,000 | +3.4% | 832 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $296,000 | 0.0% | 832 | -4.0% | 0.03% | -5.6% |
| Q1 2018 | $296,000 | -17.1% | 867 | -16.2% | 0.04% | -18.2% |
| Q4 2017 | $357,000 | +124.5% | 1,035 | +113.4% | 0.04% | +100.0% |
| Q3 2017 | $159,000 | +3.2% | 485 | 0.0% | 0.02% | -4.3% |
| Q2 2017 | $154,000 | +2.0% | 485 | 0.0% | 0.02% | -4.2% |
| Q1 2017 | $151,000 | +3.4% | 485 | 0.0% | 0.02% | -4.0% |
| Q4 2016 | $146,000 | +6.6% | 485 | 0.0% | 0.02% | +4.2% |
| Q3 2016 | $137,000 | -43.2% | 485 | -45.2% | 0.02% | -46.7% |
| Q2 2016 | $241,000 | +3.4% | 885 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $233,000 | +3.6% | 885 | 0.0% | 0.04% | -2.2% |
| Q4 2015 | $225,000 | +216.9% | 885 | +210.5% | 0.05% | +206.7% |
| Q3 2015 | $71,000 | -9.0% | 285 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $78,000 | -1.3% | 285 | 0.0% | 0.02% | -6.2% |
| Q1 2015 | $79,000 | +5.3% | 285 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $75,000 | +5.6% | 285 | 0.0% | 0.02% | +14.3% |
| Q3 2014 | $71,000 | -4.1% | 285 | 0.0% | 0.01% | -6.7% |
| Q2 2014 | $74,000 | +2.8% | 285 | 0.0% | 0.02% | +7.1% |
| Q1 2014 | $72,000 | -39.0% | 285 | -41.2% | 0.01% | -41.7% |
| Q4 2013 | $118,000 | +7.3% | 485 | 0.0% | 0.02% | -4.0% |
| Q3 2013 | $110,000 | +7.8% | 485 | 0.0% | 0.02% | +4.2% |
| Q2 2013 | $102,000 | – | 485 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 192,858 | $50,699,000 | 32.95% |
| Resource Management, LLC | 298,807 | $78,550,000 | 16.60% |
| Tiller Private Wealth, Inc. | 40,133 | $10,550,000 | 12.01% |
| Oldfather Financial Services, LLC | 42,407 | $12,402,000 | 11.78% |
| WADDELL & ASSOCIATES, LLC | 110,332 | $29,004,000 | 11.54% |
| Arvest Bank Trust Division | 458,085 | $120,421,000 | 11.14% |
| WP Advisors, LLC | 41,602 | $10,936,000 | 10.62% |
| Conservest Capital Advisors, Inc. | 242,616 | $63,779,000 | 10.56% |
| Portland Global Advisors LLC | 96,172 | $25,282,000 | 9.79% |
| Veritable, L.P. | 1,263,251 | $332,083,000 | 8.05% |