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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,932 | -2.4% | 430 | 0.0% | 0.08% | +7.6% |
| Q1 2022 | $211,000 | -5.4% | 430 | 0.0% | 0.08% | -2.5% |
| Q4 2021 | $223,000 | +7.7% | 430 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $207,000 | -1.9% | 430 | 0.0% | 0.08% | -18.8% |
| Q2 2021 | $211,000 | +2.9% | 430 | 0.0% | 0.10% | -1.9% |
| Q1 2021 | $205,000 | -24.4% | 430 | -41.7% | 0.10% | -41.1% |
| Q3 2018 | $271,000 | +3.4% | 737 | 0.0% | 0.18% | -3.3% |
| Q2 2018 | $262,000 | +4.0% | 737 | 0.0% | 0.18% | +2.3% |
| Q1 2018 | $252,000 | -1.2% | 737 | 0.0% | 0.18% | +4.1% |
| Q4 2017 | $255,000 | +5.8% | 737 | 0.0% | 0.17% | +8.3% |
| Q3 2017 | $241,000 | +3.0% | 737 | 0.0% | 0.16% | +2.6% |
| Q2 2017 | $234,000 | +1.7% | 737 | 0.0% | 0.15% | +3.4% |
| Q1 2017 | $230,000 | +3.6% | 737 | 0.0% | 0.15% | +6.5% |
| Q4 2016 | $222,000 | +6.7% | 737 | 0.0% | 0.14% | +1.5% |
| Q3 2016 | $208,000 | +3.5% | 737 | 0.0% | 0.14% | +2.2% |
| Q2 2016 | $201,000 | 0.0% | 737 | 0.0% | 0.13% | +8.1% |
| Q2 2015 | $201,000 | -1.5% | 737 | 0.0% | 0.12% | -2.4% |
| Q1 2015 | $204,000 | – | 737 | – | 0.13% | – |
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% |