SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 30 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $901,614 | +11.1% | 1,777 | 0.0% | 0.07% | +1.4% |
| Q3 2023 | $811,449 | -4.7% | 1,777 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $851,023 | +4.2% | 1,777 | -0.3% | 0.07% | -1.4% |
| Q1 2023 | $816,887 | +11.5% | 1,782 | +7.7% | 0.07% | +7.6% |
| Q4 2022 | $732,375 | +10.3% | 1,654 | 0.0% | 0.07% | -28.3% |
| Q3 2022 | $664,000 | -2.9% | 1,654 | 0.0% | 0.09% | +3.4% |
| Q2 2022 | $684,000 | -15.7% | 1,654 | 0.0% | 0.09% | +3.5% |
| Q1 2022 | $811,000 | -5.6% | 1,654 | -0.3% | 0.09% | 0.0% |
| Q4 2021 | $859,000 | +10.0% | 1,659 | +2.2% | 0.09% | -1.1% |
| Q3 2021 | $781,000 | -0.9% | 1,624 | +1.2% | 0.09% | +1.2% |
| Q2 2021 | $788,000 | +10.8% | 1,605 | +7.5% | 0.09% | +2.4% |
| Q1 2021 | $711,000 | +6.3% | 1,493 | -6.3% | 0.08% | 0.0% |
| Q4 2020 | $669,000 | +23.9% | 1,593 | 0.0% | 0.08% | +13.5% |
| Q3 2020 | $540,000 | +7.1% | 1,593 | +2.6% | 0.07% | 0.0% |
| Q2 2020 | $504,000 | +23.5% | 1,553 | 0.0% | 0.07% | +4.2% |
| Q1 2020 | $408,000 | -28.9% | 1,553 | +1.6% | 0.07% | -11.2% |
| Q4 2019 | $574,000 | +6.5% | 1,528 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $539,000 | -0.6% | 1,528 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $542,000 | +2.7% | 1,528 | 0.0% | 0.08% | +1.3% |
| Q1 2019 | $528,000 | +654.3% | 1,528 | +558.6% | 0.08% | +558.3% |
| Q4 2018 | $70,000 | -17.6% | 232 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $85,000 | +3.7% | 232 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $82,000 | +82.2% | 232 | +75.8% | 0.01% | +85.7% |
| Q1 2018 | $45,000 | -2.2% | 132 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $46,000 | +39.4% | 132 | +32.0% | 0.01% | +40.0% |
| Q3 2017 | $33,000 | +3.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $32,000 | +3.2% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $31,000 | -52.3% | 100 | -53.5% | 0.01% | -58.3% |
| Q4 2016 | $65,000 | +6.6% | 215 | 0.0% | 0.01% | +9.1% |
| Q3 2016 | $61,000 | -6.2% | 215 | -10.4% | 0.01% | -15.4% |
| Q2 2016 | $65,000 | +3.2% | 240 | 0.0% | 0.01% | +18.2% |
| Q1 2016 | $63,000 | – | 240 | – | 0.01% | – |
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% |