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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,763,625 | -6.7% | 8,242 | -2.2% | 0.02% | 0.0% |
| Q2 2023 | $4,034,337 | +4.5% | 8,424 | +0.0% | 0.02% | 0.0% |
| Q1 2023 | $3,861,188 | +15.6% | 8,423 | +11.6% | 0.02% | +12.5% |
| Q4 2022 | $3,340,849 | +3.9% | 7,545 | -5.8% | 0.02% | -5.9% |
| Q3 2022 | $3,215,000 | -5.7% | 8,006 | -2.9% | 0.02% | 0.0% |
| Q2 2022 | $3,409,000 | -13.3% | 8,243 | +2.9% | 0.02% | 0.0% |
| Q1 2022 | $3,930,000 | +10.9% | 8,012 | +17.0% | 0.02% | +21.4% |
| Q4 2021 | $3,545,000 | +2.4% | 6,847 | -4.9% | 0.01% | -6.7% |
| Q3 2021 | $3,461,000 | -2.1% | 7,197 | -0.0% | 0.02% | 0.0% |
| Q2 2021 | $3,534,000 | -49.7% | 7,198 | -51.2% | 0.02% | -6.2% |
| Q1 2021 | $7,028,000 | +152.2% | 14,764 | +122.4% | 0.02% | +14.3% |
| Q4 2020 | $2,787,000 | +28.3% | 6,637 | +3.5% | 0.01% | +16.7% |
| Q3 2020 | $2,173,000 | +19.9% | 6,412 | +14.8% | 0.01% | +20.0% |
| Q2 2020 | $1,812,000 | +9.8% | 5,585 | -11.0% | 0.01% | -9.1% |
| Q1 2020 | $1,650,000 | -32.4% | 6,275 | -3.5% | 0.01% | -15.4% |
| Q4 2019 | $2,440,000 | +16.1% | 6,501 | +9.0% | 0.01% | +8.3% |
| Q3 2019 | $2,102,000 | -0.3% | 5,965 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $2,109,000 | +36.4% | 5,947 | +32.8% | 0.01% | +33.3% |
| Q1 2019 | $1,546,000 | +18.4% | 4,477 | +3.8% | 0.01% | 0.0% |
| Q4 2018 | $1,306,000 | -18.6% | 4,314 | -1.1% | 0.01% | 0.0% |
| Q3 2018 | $1,604,000 | +2.6% | 4,364 | -0.9% | 0.01% | 0.0% |
| Q2 2018 | $1,564,000 | +4.8% | 4,404 | +0.9% | 0.01% | 0.0% |
| Q1 2018 | $1,492,000 | -3.9% | 4,366 | -2.9% | 0.01% | 0.0% |
| Q4 2017 | $1,553,000 | +21.5% | 4,496 | +14.8% | 0.01% | +12.5% |
| Q3 2017 | $1,278,000 | +29.2% | 3,917 | +25.8% | 0.01% | +33.3% |
| Q2 2017 | $989,000 | +0.8% | 3,114 | -0.8% | 0.01% | 0.0% |
| Q1 2017 | $981,000 | -0.8% | 3,140 | -4.2% | 0.01% | 0.0% |
| Q4 2016 | $989,000 | -6.5% | 3,279 | -12.5% | 0.01% | -14.3% |
| Q3 2016 | $1,058,000 | +43.2% | 3,749 | +38.1% | 0.01% | +40.0% |
| Q2 2016 | $739,000 | -0.1% | 2,714 | -3.6% | 0.01% | 0.0% |
| Q1 2016 | $740,000 | -36.2% | 2,816 | -38.3% | 0.01% | -37.5% |
| Q4 2015 | $1,159,000 | +65.1% | 4,561 | +61.7% | 0.01% | +60.0% |
| Q3 2015 | $702,000 | -20.0% | 2,820 | -12.2% | 0.01% | -16.7% |
| Q2 2015 | $877,000 | -18.0% | 3,211 | -16.7% | 0.01% | -14.3% |
| Q1 2015 | $1,069,000 | -15.6% | 3,856 | -19.7% | 0.01% | -12.5% |
| Q4 2014 | $1,267,000 | +21.7% | 4,801 | +14.9% | 0.01% | +14.3% |
| Q3 2014 | $1,041,000 | -4.2% | 4,177 | +0.2% | 0.01% | 0.0% |
| Q2 2014 | $1,087,000 | +2.9% | 4,170 | -1.1% | 0.01% | -12.5% |
| Q1 2014 | $1,056,000 | +27.1% | 4,215 | +23.9% | 0.01% | +60.0% |
| Q4 2013 | $831,000 | +9.6% | 3,401 | +1.5% | 0.01% | 0.0% |
| Q3 2013 | $758,000 | +6.5% | 3,351 | -1.2% | 0.01% | +66.7% |
| Q2 2013 | $712,000 | -0.4% | 3,391 | -0.5% | 0.00% | 0.0% |
| Q1 2013 | $715,000 | +35.4% | 3,407 | +19.9% | 0.00% | +50.0% |
| Q4 2012 | $528,000 | – | 2,841 | – | 0.00% | – |
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% |