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 2017 | $1,196,000 | +2.7% | 3,665 | 0.0% | 0.48% | -3.1% |
| Q2 2017 | $1,164,000 | +3.7% | 3,665 | +2.0% | 0.49% | +0.2% |
| Q1 2017 | $1,123,000 | +2.1% | 3,594 | -1.4% | 0.49% | +0.6% |
| Q4 2016 | $1,100,000 | +4.1% | 3,644 | -2.7% | 0.49% | +0.2% |
| Q3 2016 | $1,057,000 | +1.7% | 3,745 | -1.8% | 0.48% | +1.7% |
| Q2 2016 | $1,039,000 | -13.7% | 3,815 | -16.8% | 0.48% | -13.3% |
| Q1 2016 | $1,204,000 | -5.6% | 4,583 | -8.7% | 0.55% | -9.8% |
| Q4 2015 | $1,275,000 | +2.1% | 5,019 | 0.0% | 0.61% | -5.6% |
| Q3 2015 | $1,249,000 | -12.1% | 5,019 | -3.5% | 0.65% | +2.7% |
| Q2 2015 | $1,421,000 | -20.0% | 5,200 | -18.8% | 0.63% | -16.4% |
| Q1 2015 | $1,776,000 | +49.7% | 6,407 | +42.6% | 0.75% | +70.9% |
| Q4 2014 | $1,186,000 | +6.1% | 4,493 | +0.2% | 0.44% | +4.0% |
| Q3 2014 | $1,118,000 | -5.9% | 4,486 | -1.6% | 0.42% | -4.9% |
| Q2 2014 | $1,188,000 | +3.2% | 4,561 | -0.7% | 0.44% | -1.5% |
| Q1 2014 | $1,151,000 | -0.5% | 4,593 | -3.1% | 0.45% | -1.7% |
| Q4 2013 | $1,157,000 | +2.5% | 4,738 | -5.0% | 0.46% | -5.0% |
| Q3 2013 | $1,129,000 | +7.7% | 4,989 | 0.0% | 0.48% | +2.3% |
| Q2 2013 | $1,048,000 | – | 4,989 | – | 0.47% | – |
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% |