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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $709,000 | -5.2% | 1,445 | 0.0% | 0.74% | -7.5% |
| Q4 2021 | $748,000 | +7.6% | 1,445 | 0.0% | 0.80% | -31.4% |
| Q3 2021 | $695,000 | -2.1% | 1,445 | 0.0% | 1.17% | +8.0% |
| Q2 2021 | $710,000 | +3.2% | 1,445 | 0.0% | 1.08% | -11.5% |
| Q1 2021 | $688,000 | +13.3% | 1,445 | 0.0% | 1.22% | -7.5% |
| Q4 2020 | $607,000 | +23.9% | 1,445 | 0.0% | 1.32% | +1.2% |
| Q3 2020 | $490,000 | +4.5% | 1,445 | 0.0% | 1.30% | -4.0% |
| Q2 2020 | $469,000 | +23.4% | 1,445 | 0.0% | 1.36% | +2.0% |
| Q1 2020 | $380,000 | -29.9% | 1,445 | 0.0% | 1.33% | -11.2% |
| Q4 2019 | $542,000 | +6.5% | 1,445 | 0.0% | 1.50% | -10.5% |
| Q3 2019 | $509,000 | -0.6% | 1,445 | 0.0% | 1.68% | -4.5% |
| Q2 2019 | $512,000 | +2.6% | 1,445 | 0.0% | 1.76% | +3.4% |
| Q1 2019 | $499,000 | +10.4% | 1,445 | -3.2% | 1.70% | -3.3% |
| Q4 2018 | $452,000 | -17.7% | 1,493 | 0.0% | 1.76% | -2.7% |
| Q3 2018 | $549,000 | +3.6% | 1,493 | 0.0% | 1.80% | +2.0% |
| Q2 2018 | $530,000 | +3.9% | 1,493 | 0.0% | 1.77% | -2.0% |
| Q1 2018 | $510,000 | -1.2% | 1,493 | 0.0% | 1.81% | +6.0% |
| Q4 2017 | $516,000 | +6.0% | 1,493 | 0.0% | 1.70% | -0.2% |
| Q3 2017 | $487,000 | +2.3% | 1,493 | -0.3% | 1.71% | -12.7% |
| Q2 2017 | $476,000 | +1.7% | 1,498 | 0.0% | 1.96% | +5.3% |
| Q1 2017 | $468,000 | +3.5% | 1,498 | 0.0% | 1.86% | +1.6% |
| Q4 2016 | $452,000 | +6.9% | 1,498 | 0.0% | 1.83% | +58.5% |
| Q3 2016 | $423,000 | +3.9% | 1,498 | 0.0% | 1.15% | -9.8% |
| Q2 2016 | $407,000 | +3.3% | 1,498 | 0.0% | 1.28% | -2.8% |
| Q1 2016 | $394,000 | +3.7% | 1,498 | 0.0% | 1.32% | +9.4% |
| Q4 2015 | $380,000 | +1.9% | 1,498 | 0.0% | 1.20% | -1.5% |
| Q3 2015 | $373,000 | -9.2% | 1,498 | -0.3% | 1.22% | +0.6% |
| Q2 2015 | $411,000 | -1.4% | 1,502 | 0.0% | 1.21% | +0.5% |
| Q1 2015 | $417,000 | +5.3% | 1,502 | 0.0% | 1.21% | +8.1% |
| Q4 2014 | $396,000 | +5.9% | 1,502 | 0.0% | 1.12% | +10.6% |
| Q3 2014 | $374,000 | -4.8% | 1,502 | -0.3% | 1.01% | +0.4% |
| Q2 2014 | $393,000 | +4.2% | 1,506 | 0.0% | 1.01% | -1.0% |
| Q1 2014 | $377,000 | +2.4% | 1,506 | 0.0% | 1.02% | +5.5% |
| Q4 2013 | $368,000 | +7.9% | 1,506 | 0.0% | 0.96% | -2.7% |
| Q3 2013 | $341,000 | +7.6% | 1,506 | -0.3% | 0.99% | +9.1% |
| Q2 2013 | $317,000 | – | 1,510 | – | 0.91% | – |
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% |