SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $81,181 | -6.4% | 160 | -15.8% | 0.02% | -16.7% |
| Q3 2023 | $86,762 | -4.6% | 190 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $90,992 | +4.5% | 190 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $87,097 | -25.8% | 190 | -28.3% | 0.02% | -25.0% |
| Q4 2022 | $117,339 | -43.0% | 265 | -51.8% | 0.03% | -30.4% |
| Q4 2019 | $206,000 | +6.7% | 550 | 0.0% | 0.05% | +2.2% |
| Q3 2019 | $193,000 | -1.0% | 550 | 0.0% | 0.04% | +2.3% |
| Q2 2019 | $195,000 | -1.0% | 550 | 0.0% | 0.04% | -2.2% |
| Q1 2019 | $197,000 | +18.7% | 550 | 0.0% | 0.04% | +4.7% |
| Q4 2018 | $166,000 | -17.8% | 550 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $202,000 | +3.6% | 550 | 0.0% | 0.04% | -2.2% |
| Q2 2018 | $195,000 | +4.3% | 550 | 0.0% | 0.04% | +4.7% |
| Q1 2018 | $187,000 | -1.1% | 550 | 0.0% | 0.04% | -2.3% |
| Q4 2017 | $189,000 | +5.6% | 550 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $179,000 | +4.7% | 550 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $171,000 | 0.0% | 550 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $171,000 | +3.6% | 550 | 0.0% | 0.04% | -4.4% |
| Q4 2016 | $165,000 | +6.5% | 550 | 0.0% | 0.04% | +2.3% |
| Q3 2016 | $155,000 | +4.0% | 550 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $149,000 | – | 550 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |