SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,006 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q3 2021. The put-call ratio across all filers is 8.65 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,120 | -16.0% | 1,012 | -11.9% | 0.22% | -12.2% |
| Q2 2023 | $550,268 | +4.5% | 1,149 | 0.0% | 0.25% | -2.8% |
| Q1 2023 | $526,713 | +3.5% | 1,149 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $508,766 | +77.9% | 1,149 | +61.4% | 0.25% | +53.3% |
| Q3 2022 | $286,000 | -2.7% | 712 | 0.0% | 0.16% | -2.9% |
| Q2 2022 | $294,000 | -15.8% | 712 | 0.0% | 0.17% | -13.3% |
| Q1 2022 | $349,000 | -5.4% | 712 | 0.0% | 0.20% | -11.7% |
| Q4 2021 | $369,000 | +33.2% | 712 | +23.8% | 0.22% | +26.1% |
| Q3 2021 | $277,000 | -1.8% | 575 | 0.0% | 0.18% | -3.8% |
| Q2 2021 | $282,000 | +2.9% | 575 | 0.0% | 0.18% | -8.0% |
| Q1 2021 | $274,000 | +13.7% | 575 | 0.0% | 0.20% | -1.5% |
| Q4 2020 | $241,000 | +11.6% | 575 | 0.0% | 0.20% | -21.4% |
| Q4 2019 | $216,000 | +6.4% | 575 | 0.0% | 0.26% | -2.3% |
| Q3 2019 | $203,000 | -0.5% | 575 | 0.0% | 0.26% | -6.7% |
| Q2 2019 | $204,000 | – | 575 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APERIMUS CAPITAL, LLC | 36,337 | $17,298,000 | 40.66% |
| LCM Capital Management Inc | 38,097 | $18,136,000 | 16.22% |
| Resource Management, LLC | 275,412 | $131,110,000 | 15.78% |
| Johnson Midwest Financial, LLC | 31,449 | $14,971,000 | 15.67% |
| Conservest Capital Advisors, Inc. | 230,166 | $109,570,000 | 12.58% |
| WADDELL & ASSOCIATES, LLC | 124,738 | $59,382,000 | 12.18% |
| Tiller Private Wealth, Inc. | 19,256 | $9,167,000 | 11.45% |
| Oldfather Financial Services, LLC | 41,053 | $19,888,000 | 11.44% |
| Portland Global Advisors LLC | 90,373 | $43,022,000 | 9.14% |
| Arvest Bank Trust Division | 316,822 | $150,823,000 | 8.78% |